Founder
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 Insurance Brokerage
Krista Paramore
Vice President of Talent Acquisition and Development
Mitch Robinson
Director of Compliance
Jennifer Johnson
Director of Operations
Shanon McCune
Executive Assistant to Alan P. Niemann
Oklahoma
Colby Castor
Financial Advisor
Jill Olson
Financial Professional
Paul Garrett
Financial Advisor
Jeannie Roberts
Financial Advisor
Ashton Niemann
Insurance Professional
Clinton Taylor
Managing Director - Oklahoma City, Investment Advisor Representative
Jerry Herzberg, CLU, ChFC
Financial Advisor
Pam Sauer
Insurance Broker
Wes Herzberg, LUTCF
Insurance Specialist
Texas
Anne Salick, CEPA
Financial Advisor/Certified Exit Planning Advisor
Dan Wilensky
Registered Representative
Lawrence Whaley, JD, CLU
Financial Professional
Ladell Banks
Sales Manager - Addison, TX
Tim Jones
Registered Representative
Trang Truong
Insurance Broker
Ohio
Brittany Reust
Administrative Assistant
John Berry, ChFC
Managing Director - Ohio, Financial Advisor
Operations Team
Aimee Boyette
Operations Manager
Sue L. Kelley
Controller
Kat Winstead
Design Coordinator
Crystal Gates
Accounting Specialist
Charmayne Myers
Executive Assistant to Richard Porter
Emily Payne
Branch Administrative Assistant