Meet Our Team
Michelle R. Owens, CLU®
Vice President
Kevin B. Richardson
Sales Director
Mark Bagwell
Chief Financial Officer
Lisa Richardson
Sr Case Manager
Cristin Page
Case Manager
Nicole House
Contract & Licensing Specialist
Beth Davis, CPA, CGMA, CFP®, PFS
Chief Compliance Officer
Sean Davis
Advanced Markets Director
Donald Richardson, CLU®, ChFC®
Advanced Markets Consultant
Seth Richardson
Specialty Markets Director
Jim Nash, CLU®, ChFC®
Field Manager
Matthew Theriot
Case Design Specialist / Premium Funding
