Founder and CEO
Alan P. Niemann, CLU, ChFC, AEP
Founder and CEO
Officers
Kacey Butcher, MBA
Chief Financial Officer
Avery Niemann
Chief Administrative Officer
Leadership Team
Richard Porter, CLU
National Director of Brokerage Insurance
Krista Paramore
Vice President of Talent Acquisition and Development
Mitch Robinson
Director of Compliance
Aimee Boyette
Director of Operations
Shanon McCune
Executive Assistant to Alan P. Niemann
Operations Team
Sue L. Kelley
Controller
Kat Winstead
Design Coordinator
Charmayne Myers
Executive Assistant to Richard Porter
Emily Payne
Branch Administrative Assistant and Insurance Professional
Erica Goltra
Financial Advisor / 403(b) Specialist
Oklahoma City, Oklahoma
Jill Olson
Financial Professional
Paul Garrett
Financial Advisor
Clinton Taylor
Financial Advisor
Mason Carrier
Financial Associate
Michael Jewell
Financial Advisor
Yukon, Oklahoma
Jeannie Roberts
Financial Advisor
Vici, Oklahoma
Colby Castor
Financial Advisor
Addison, Texas
Ladell Banks
Sales Manager - Addison, TX
Anne Salick, CEPA
Financial Advisor/Certified Exit Planning Advisor
Dan Wilensky
Registered Representative
Lawrence Whaley, JD, CLU
Financial Associate
Brentt Shropshire
Financial Advisor
Tim Jones
Registered Representative
Trang Truong
Insurance Broker
Houston, Texas
Ashton Niemann
Financial Advisor - Houston, TX
Westerville, Ohio
John Berry, ChFC
Managing Director - Ohio, Financial Advisor
Omo Van Wie
Operations Coordinator