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Meet Our Team

brett-maggard

Brett Maggard

Founder , Fiduciary Financial Advisor, MBA, MDRT

Pamela

Pamela Maggard

Director of Administration

John Maggard

John Maggard

Retirement Professional

Johnathon

 Johnathon Ho-On

Fiduciary Financial Advisor

Mo

Mo Abood

Fiduciary Financial Advisor

Bill

Bill Hootman

Retirement Professional

Kristen Speakman

Kristen Speakman

Retirement Professional

Lori Head shot (1)

Lori Bello

Administrative Assistant

MS

Michael Speakman

Client Ambassador

LH

Lauren Heflin

Director of Processing

Justin

Justin Hasenour

Client Services Specialist

Investment Committee

Singer Wealth - Investment Committee

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