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

Faron Miller, CFP®
Retirement Plan Advisor

Susan Reeves
Client Service Manager

Kiersten Camera
Client Service Manager

Leslie Latham
Client Service Manager

Melba Getty
Retirement Plan Document Specialist

Julie Grove
Client Service Coordinator

Barbara Arthur
Client Service Coordinator

Amie Leonard
Client Service Coordinator

Jillian Ward
Executive Assistant &
Client Service Coordinator

Kim D’Amico
Controller
HR Manager

Brittany Diaz Judge
Marketing Manager

Denise Lavoie
Front Desk Coordinator/Receptionist