The Team

Meet the team.

Families, owners, and investors do not all need the same person. Tell us what you are trying to do and we will put you with the right person. Conversations are free. No cost, no pressure to purchase, no commitment.

Who You Talk With

You talk with wealth strategists. Not one person’s calendar.

You start in one place. We match you. Conversations are free. No cost, no pressure to purchase, no commitment. Already have life insurance? We review existing policies at no cost.

Jonathan Wield

Managing Partner

Angie Frederick

Agency Manager

Olivia McGraw

Senior Wealth Strategist

Austin Lankford

Wealth Strategist

Tyler McGee

Wealth Strategist

Joe Burgess

Wealth Strategist

Michael Fernicola

Wealth Strategist

Krystal Hart

Wealth Strategist

Jack Carlson

Wealth Strategist

Reed Miller

Wealth Strategist

Sean Cohen

Wealth Strategist

Sean Fitzgerald

Wealth Strategist

Start Here

Start in one place. We put you with the right person.

Tell us what you are trying to do. We will match you. Conversations are free. No cost, no pressure to purchase, no commitment.

Schedule a Conversation

Start a storehouse you can actually use.

The conversation costs nothing. There is no pressure to purchase, and no commitment. Already have life insurance? We review existing policies at no cost.

Schedule a Conversation