Use the map below to locate your local regional director

Scott Ferrette
Western Divisional Director
415.450.5478
INTERNAL SUPPORT
Shawn Rumsey
Director, Internal Distribution
704.919.3633
Jason Storjohann
Regional Director
425-422-4087
Christian O’Connor
Regional Director
480.318.2166
Matthew Terry, CFP(R)
Regional Director
214.681.3703
Brad Stoehr, CIMA
Central Divisional Director
704.562.6345
INTERNAL SUPPORT
Shaun Foster
Advisory Specialist
704-631-3672
Melissa Wendt
Regional Director
704-560-1461
Matt Scanlon
Regional Director
612.280.2587
Adam Shayeb
Regional Director
704.490.4845
Carlos Barbosa
Eastern Divisional Director
203.343.4130
INTERNAL SUPPORT
Matt Bond
Advisory Specialist
704.919.3586
Arvin Shiribabadi
Regional Director
704.707.4323
Bobby Shanahan
Regional Director
704.609.8052
John Pifer
Regional Director
704.465.7704

Use the map below to locate your local regional director

INTERNAL SUPPORT
INTERNAL SUPPORT
INTERNAL SUPPORT
HOME OFFICE

6210 Ardrey Kell Road, Ste 300
Charlotte, North Carolina 28277

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