ABOUT
Our Team
Experienced professionals dedicated to helping you RETIRE AND STAY RETIRED SAFE! SMART! SECURE! ®
Leadership
Anil Vazirani
Fiduciary
President & CEO
Christopher Stovall
Fiduciary
Richard Varney
Fiduciary
Consultant
Operations & Advisory
Jillian Bolton
Licensed Advisor
Operations Manager
Katelyn Jones
New Accounts Manager
Heather Robinson
Accounting Manager
Client Services
Our Client Services team ensures every client receives responsive, personalized support throughout their financial journey.
Nicholas Vazirani
Client Services
Sherri Pitcher
Client Services
Enrique Wycklendt
Client Services
Laura Baldwin
Client Services
Sam Cain
Client Services
Luke Vazirani
Client Services
- Fiduciary Standard
- Fee Transparency
- BBB A+ Rating
- Featured in Forbes
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