Selected Bios

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

J. Saunders Wiggins,
CFP®, AIF®

CEO/President

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

Brad Beausoleil, QKA, QKC
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

Dylan Mills
Marketing Specialist

Dave Francati, Jr.
Wealth Management Associate

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

Denise Lavoie
Front Desk Coordinator/Receptionist

Faron Miller, CFP®
Retirement Plan Advisor

Jillian Ward
Executive Assistant &
Client Service Coordinator

Jimmy Pickert, CFA®, CFP®, CRPS®
Portfolio Manager

John McKenna
Client Service Associate

Julie Grove
Client Service Coordinator

Leah Johnson, QKA
Retirement Plan Consultant

Leslie Latham
Retirement Plan Consultant

Melba Getty
Client Service Coordinator

Susan Reeves
Senior Retirement Plan Consultant