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| President, Financial Advisor |
| Steve Loflin established our firm in 1983. He is responsible for our overall goals & client planning and provides financial advisory for a diverse spectrum of clients and small businesses. Steve's bio... |
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| Insurance Advisor |
| Lindsay Loflin joined the company in 1998. He manages our insurance services & strategies and oversees our clients' medical & employee benefit plans. Lindsay's bio... |
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| Investment Advisor, CFP® |
| Matt Logan
is a Certified Financial Planner™ and oversees our firm's investment processes.
Joining us in 2005, Matt advises clients with a broad range of services, and he manages all clients' stock portfolios. Matt's bio... |
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| Director of Sales |
| Evan Logan oversees our sales and client appreciation events. She prepares client portfolios and plans a broad range of social events throughout the year. She's been with our firm since 2004. |
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| Client Service Director |
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Katina Madison handles our clients' service needs. She is securities licensed and oversees both investment and insurance customer service, including following all new transactions through the underwriting process. |
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| Sales Assistant |
| Jean Fisher manages all medical insurance client services and works with Lindsay in sales and underwriting of new business. She also handles outside agent health brokerage services. She's been with us since 2001. |
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photo
coming soon! |
| Administrative Assistant |
| Joy Valletta is the newest member of our team. She assists clients in all areas of customer service. She manages our front desk, helps process new underwriting and organizes referral appointments. |
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| Bookeeper |
| Phyllis Loflin is the Sr. matriarch of our family, as well as handles the firm's payroll, bookeeping and accounting. |
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