Don’t just
leave a legacy.
Build One.

Team Leadership

Leaders rooted in excellence; ready to help you grow.

Our Team

FRANK FALKENBURG

Chairman

JOHN DOODY

CEO

PEYTON FALKENBURG

Executive Vice President

SCOTT WILKINS

Chief Compliance Officer & Operations Director

SUSAN PADGETT

Senior Vice President & HR Director

DOUG ELDER

National Sales Director

SAM RANSOM

Finance Director

STEPHEN AGRICOLA

Regional Principal

PIERRE ALLARD

Portfolio Manager

PAMELA CONWAY

Senior Operations Officer

ANGIE HALL

Sales Associate

DARREN HINSHAW

Director of Research

JOSEPH KEATING

Portfolio Manager

KERRY MALDONADO

Advisory Accounts Officer

ADAM NEWTON

Equity Desk Manager

ALICIA SPENCER

Sales Associate

MONICA VERCHER

Client Services Officer & Lead Sales Assistant

BRIAN WOLFE

Senior Compliance Officer

JOSEPH OBERSCHEWEN

Regional Principal

ROBERT ALVAREZ

Director of Insurance

ARLEEN ROMANO

Annuity Administrator

YOLANDA LeROUX

Accountant

Dreams are important.
Aspirations are what help make goals reality.