Your Sales Team

Find the regional director serving your area below, or download the territory map.

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CT, MA, ME, NH, NY, RI, VT

DE, MD, NJ, PA (Eastern), VA, WV

Jeff Stirling
Jeff Stirling, CFP®, CAIA®

Regional Director

GA, KY, NC, SC, TN

Shanahan_Bobby_1610
Bobby Shanahan

Regional Director

Team-Member-Placeholder
Open Position

Advisory Specialist

AL, FL, MS

KY (Boone, Campbell & Kenton Counties) MI, OH, PA (Western)

IL, IN, WI

Adam Edited Full Portrait
Adam Mattson

Regional Director

Team-Member-Placeholder
Open Position

Advisory Specialist

AR, IA, KS, MN, MO, ND, NE, SD

LA, OK, TX

AZ, CO, NM, UT

AK, Northern CA, ID, MT, Reno NV, OR, WA, WY

Southern CA, HI, Las Vegas NV

Team-Member-Placeholder
Open Position

Regional Director

Find the regional director serving your area.
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