Selected Bios

J. Saunders Wiggins,
CFP®, AIF®

CEO/President

Bobby Moyer, CFA, CFP®, CAIASM
Chief Investment Officer

Brad Beausoleil, QKA
Director of TPA Services

Joné Liuzza, ERPA, QPA, QKA
Director of Retirement Plan Sales

Kim D’Amico
Controller
HR Manager

Amie Leonard
Client Service Coordinator

Barbara Arthur
Client Service Coordinator

Brittany Diaz Judge
Marketing Manager

Dave Francati, Jr.
Wealth Management Associate

David J. Kupstas, FSA, EA, MSPA
Chief Actuary

Denise Lavoie
Front Desk Coordinator/Receptionist

Faron Miller, CFP®
Retirement Plan Advisor

Jillian Ward
Executive Assistant &
Client Service Coordinator

Jimmy Pickert, CFA, CRPS®
Portfolio Manager

Joseph A. Wiggins, Jr., AIF®
Founder/Chairman Emeritus

Julie Grove
Client Service Coordinator

Leslie Latham
Retirement Plan Consultant

Melba Getty
Client Service Coordinator

Susan Reeves
Senior Retirement Plan Consultant