Who We Are

 

  • B. Dale Henderson, CRPC®, CFS®

  • Megan L. Spain, CFP®

    Estate & Planning Specialist

  • Jennie Henderson

    Practice Manager

  • Chris Diuguid

    Business Operations Manager

  • D. Wiley Moody

    Director of Planning

  • Jane Johnson, CFP®

    Director of Planning

  • Robert E. Appel, J.D.*, LL.M., MBA

    Second Vice President of National Design/Advanced Planning

  • Ben T. Huddle, CFP®, MBA, CRPC

    Director of Financial Advisory Services

  • Timothy S. Johnson, J.D.*, CRPC

    Chief Investment Strategist

  • Dianna Parker, CFP®

    Director of Planning

  • Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

    National Design/Advanced Planning Attorney

  • Mary T. Young, CFP®, ChFC®, CRPC®

    Director of Financial Advisory Services