About Us
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Joseph “Paul” Roberts
PRIVATE WEALTH ADVISOR
Our National Team
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Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC
Director of Financial Advisory Services
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Robert E. Appel, J.D.*, LL.M., MBA
Second Vice President of National Design/Advanced Planning
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Ben T. Huddle, CFP®, MBA, CRPC®
Director of Financial Advisory Services
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Timothy S. Johnson, J.D.*, CRPC
Chief Investment Strategist
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Lauren Anne Olsen, CFP®, CLU®, ChFC®, FLMI
Director of Planning
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Dianna Parker, CFP®
Director of Planning
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Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®
National Design/Advanced Planning Attorney
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Russell G. Jones