Selected Bios

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

J. Saunders Wiggins,
CFP®, AIF®

CEO/President

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

Joné Liuzza, ERPA, QPA, QKA
Director of TPA Services

Bobby Moyer, CFA, CFP®, CAIASM
Director of Research
Senior Portfolio Manager

Gregory Doepke, CFP®, CAP®, AEP®
Senior Consultant
Independent Advisor Representative

Phyllis Sloan
Client Service Coordinator

Jimmy Pickert, CRPS® Portfolio Manager

Rusty Stadler, CFP®
Client Relationship Manager

Susan Reeves
Client Service Manager

Julie Burman
Client Service Coordinator

Julie Grove
Client Service Coordinator

Kevin Minor, QKA
Client Service Manager

Leslie Latham
Client Service Manager

Melba Getty
Retirement Plan Document Specialist

Meredith Barret
Client Service Coordinator

Barbara Arthur
Client Service Coordinator

Jaimee Bernard
Investment Advisory Associate

Renée Lessington
Front Desk Coordinator