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Our Team

Our team is committed to helping our clients. Whether it’s your personal financial needs or the needs of your family or business, you have placed your trust in us to help make your vision a reality. Our team honors that trust.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

Ben Bunfill CLU®, ChFC®, CFP®, RICP®


Kyle J Scott CFP®


Steven Coggin CFP®


Naomi Lathrum CLF®

Practice Manager

LaRetta Endress AIRC, CLU®

Insurance Coordinator

Cole Adkins

Planning Assistant