Regional Directors

Mindy Goddard

Regional Director

669.226.6321 | email

Panch Romero

Regional Director

669.226.6316 | email

Ben Slater

Regional Director

669.226.6328 | email

Steve Atkinson

Head of Advisor Relations

669.226.6302 | email

Trey Nelson

VP – Regional Director

669.226.6324 | email

Mike Ozburn

VP – Regional Director

669.226.6313 | email

Mark Fonville

VP – Regional Director

669.226.6319 | email

David Hanna

Relationship Manager

669.226.6347 | email

Jim Duryea

Regional Director

669.226.6335 | email


rdmap



Main Advisor Relations Number

800.366.7266 – Option 6

National Team

Steve Atkinson
Executive Vice President,
Advisor Relations
669.226.6302 | email

Broker Dealer Relations

Scott Lamb
Vice President,
Strategic Relations
669.226.6308 | email

401(K) Platform

Heather Hooper
Vice President,
Retirement Strategies
669.226.6303 | email

Practice Management

Vince Crivello
Vice President,
Practice Management,
Advisor Relations
669.226.6327 | email


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