Our Leadership Team

Jeff Headshot

Jeffrey Thomas Dyson, CLF®

Managing Partner

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Kathy M Headshot

Kathy J. Moritz, FSCP, LTCP, LUTCF®

Executive Partner

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Handan G Headshot

Handan Gencogluer, CLU®, ChFC®

Senior Partner

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Courtney P Headshot

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

Service Leader, CVP

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T Gage Headshot
Luke C Headshot
Kyoung L Headshot

Kyoung Tai Lee, CFP®, CLU®, ChFC®

Partner

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Kyung P Headshot

Kyung Park

Partner

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Tim McCollum Headshot March 2024
Teddy F Headshot
Dominique D Headshot
Kathy K Headshot

Kathy Ko, CLTC®

Development Manager

Frances A Headshot

Frances P. Arias, CLU®, ChFC®

Development Manager

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Rosani H Headshot

Rosani Hernandez-Madrid

Development Manager, DC Region

Joseph Baumgartner Headshot March 14 2024

Joseph Baumgartner, CFA

Investment Solutions Consultant

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Gus M Headshot

Gus E. Mitchell, IV

Long Term Care Consultant


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Izaac R Headshot
Amanda Sarp Headshot March 2024
Filka Forkin Headshot

Filka Forkin

Corporate Vice President, Advanced Planning Consultant

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Jaehong C Headshot

Jaehong “Jake” Choi, J.D.

Corporate Vice President, Advanced Planning Consultant

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