Our Leadership Team

Jeffrey Thomas Dyson, CLF®

Managing Partner

Kathy J. Moritz, FSCP, LTCP, LUTCF®

Executive Partner

Handan Gencogluer, CLU^®, ChFC^®

Senior Partner

Courtney L. Petry, FLMI, ACS, AIRC, ARA

Service Leader, CVP

Thomas Gage Arnold

Partner

Luke K. Caldwell

Partner

Kyoung Tai Lee, CFP^®, CLU^®, ChFC^®

Partner

Kyung Park

Partner

Tim McCollum, CLU^®, ChFC^®

Partner

Teddy Fannoh

Partner

Dominique Duong, CLU^®, ChFC^®, CLF^®

Director of Development, DC Region

Kathy Ko, CLTC^®

Development Manager

Frances P. Arias, CLU^®, ChFC^®

Development Manager

Rosani Hernandez-Madrid

Development Manager, DC Region

Joseph Baumgartner, CFA

Investment Solutions Consultant

Gus E. Mitchell, IV

Long Term Care Consultant

Izaac Reis

Life Product Consultant

Amanda L. Sarp, J.D.

Corporate Vice President, Advanced Planning Consultant

Filka Forkin

Corporate Vice President, Advanced Planning Consultant

Jaehong “Jake” Choi, J.D.

Corporate Vice President, Advanced Planning Consultant