Our Associates

 
  • John T. Piatchek, CLU, ChFC

    John T. Piatchek, CLU, ChFC

    Founder

  • Kenny Gott, CFP®, SPHR

    Kenny Gott, CFP®, SPHR

    President

  • Shawn Gallagher, MBA

    Shawn Gallagher, MBA

    Service Director

  • Deanna Wheeler

    Deanna Wheeler

    Office Manager

  • Andie Bottrell

    Andie Bottrell

    Client Relations Manager

  • Tina Gott

    Tina Gott

    Bookkeeper

  • Dennis

    Dennis "Bud" Page, CLU

    Financial Solutions

  • Herbert C. Smith, CLU, ChFC, CFP, AEP

    Herbert C. Smith, CLU, ChFC, CFP, AEP

    President, Santa Fe Office