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Our Team

Meet Our Team

Each member of our professional staff is experienced and knowledgeable in specific areas of financial services. We use a team concept in working with our clients, offering the availabilities and drawing on the expertise of our combined experience in order to meet the unique needs of each case.

Jeff Todd

Jeff Todd
Vice President

Kelley Ford

Kelley Ford
Secretary/Treasurer and Office Manager

Brad Morris

Brad Morris
Director of Marketing and Business Development