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Our Team

Our Team

David H. Morgan
M.S.F.S. (BCAA, BCE, CAS, CFS, CIS)
Certified Estate Advisor (CEA)
Registered Investment Advisor
Gloria Couch
Client Relations Manager
Richard Parker
Banking, Tax and Accounting
Michael Long, JD
Tax Counsel
Robert Keebler, CPA
Tax Planning
Lindsey Clark
Fixed Income Specialist
John R. Crawford, Marks Gray
Attorney at Law
Jay Esche
JE Compliance Consulting LLC
Mary Kathryn Campion, Ph.D., CFA, AIFA
Champion Capital Research
Sharon Palmer
Corporate & Registration Filings
Antonio Lemus, CPA
Tax Accounting
Robert Sawyer
Attorney at Law
Robin Blank, Marks Gray
Paralegal
Phil Kosmala
Taber Kosmala & Associates, LLC
Asset Allocation Specialists & Funds Consultants
Integrity Marketing
Media & Direct Marketing Consulting

Third Party Administrators

Brookstone Capital Management
Registered Investment Advisors/Financial Strategists
Matson Money
Registered Investment Advisors/Financial Strategists
Mega Star Advisors
Underwriting & Custodian
Funding Consultants
FTJ Fundchoice, LLC
Third Party Funds Administrator
Strategists
Efficient Market Advisors
Guggenheim
Ocean Park
Toew’s
Wilshire/Lord Abbott
Various Custodians
TDAmeritrade Institutional
Schwab Institutional
National Western Life
American Equity
Guaranty Income