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Our People

Our People

David H. Morgan
M.S.F.S. (BCAA, BCE, CAS, CFS, CIS)
Certified Estate Advisor (CEA)
Registered Investment Advisor
Antonio Lemus, CPA
Tax Accounting
John R. Crawford, Marks Gray
Attorney at Law
Robert Keebler, CPA
Tax Planning
Mary Kathryn Campion, Ph.D., CFA, AIFA
Champion Capital Research
Financial Independence Group
Underwriting & Custodian
Funding Consultants
Phil Kosmala
Taber Kosmala & Associates, LLC
Asset Allocation Specialists & Funds Consultants
Walker Ham
Fixed Income & Underwriting Manager
FTJ Fundchoice, LLC
Brookstone Capital Management
Matson Money
Registered Investment Advisors/Financial Strategists
Jay Esche
JE Compliance Consulting LLC
Integrity Marketing
Media & Direct Marketing Consulting
B. Romano, Marks Gray
Legal Assistant/Deed Research
Robert Sawyer
Attorney at Law
Sharon Palmer
Corporate & Registration Filings
David Slonim
Attorney at Law
Richard Parker
Banking, Tax and Accounting
Various Custodians
TDAmeritrade Institutional
Schwab Institutional
National Western Life
American Equity
Guaranty Income
Others