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® Senior Consultant Independent Advisor Representative

Phyllis Sloan Client Service Coordinator

Jimmy Pickert, CFA, 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

Kim D’Amico Controller HR Manager

Renée Lessington Front Desk Coordinator