Biographies
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George D. Avant, Jr. ChFC®, CLU®, CLTC
Managing Partner
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Tyler Huston MSFS®, CFP®, CEPA™, CAP®, CLU®, ChFC®, CASL®
Managing Partner
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Dexter Baker
Financial Services Representative and Registered Representative
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Reed Willett
Director of Investment Strategies
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Dave Leali, CLU, ChFC®
Director of Fee Based Planning
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Michele Friedlander, RHU, REBC®
Disability and Long Term Care Specialist
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Jennifer Lubenecki
Director of New Business Processing
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Jason Heller, Ph.D., CFP®, CIMA®, MSFS, RICP®, ChFC®, CLU®, CAP®, CMFC®, AAMS®, CRPC®, CFS®, FSCP®, AWMA®, CRPS®, BCAA, AEP®, CFBS®, CDFA®, RMA®, CIS®, CAS®, CES®, AIF®, BFA™, APMA®, CFEd®, ChSNC®, AFC®, WMCP™, LACP®, CPFA®, C(k)P®
Director of Planning Solutions Group
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Roy Perez
Director of Business Strategies
