Selected Bios

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

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® Senior Consultant Independent Advisor Representative

Jimmy Pickert, CFA, CRPS® Portfolio Manager

Mona Jain Relationship Manager & Participant Education Specialist

Susan Reeves Client Service Manager

Julie Grove Client Service Coordinator

Kiersten Camera Client Service Manager

Leslie Latham Client Service Manager

Melba Getty Retirement Plan Document Specialist

Barbara Arthur Client Service Coordinator

Amie Leonard Client Service Coordinator

Jillian Ward Executive Assistant & Client Service Coordinator

Jaimee Bernard Investment Advisory Associate

Kim D’Amico Controller HR Manager

Renée Lessington Front Desk Coordinator

Denise Lavoie Receptionist