Our Team
G.E. Buenning, CLU®
Founding Partner
Lisa Esslinger
Chief Strategic Growth Officer
Jimmy Hasson, CFP®
Advisor Advocacy
Mike Akins, MBA
FinTech Chief
Caden Russell
Chief Operations Officer
Caroline Rains
Executive Admin Assistant - Branch Development & Operations
Julie A. Gaffney
Director of Accounting & Registrations
Stacey Holt
Transitions Specialist
Veronica Reynolds
Transitions Specialist
Amy Gunter
Manager of Administrative Services
Aprel German
Manager of Administrative Services
Ryan LaRosa
Administrative Specialist
Lynn Gill
Administrative Specialist
Andrea Colburn
Marketing | Orion Specialist
Hope Hoover
Director of Marketing | Graphic Designer
Kara Jett
Chief Compliance Officer
Benjamen Rothwell
Director, RIA Compliance
Cleland Knox
Senior Compliance Analyst
Debby Myers
Senior Compliance Analyst
Alex Ortiz
Technology Specialist
Brooke Martinez, AWMA®
Director of Financial Planning
Lisa White
Compliance Administrator
Michael Gaffney
Institutional Business Development Coordinator
Dane Steigerwald
Western Select Operations | Orion Billing
Hope Bristow
Administrative Assistant
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