Skip to main content


Get to know our dedicated operations team.

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Thomas Allan Farmer CFP®, MBA, ChFC®, CLU®

Wealth Management Advisor

Edward W Pride III

Financial Advisor

Katie Regan

Director of Operations

Connor Downs

Director of Client Services

Estelle Besse

Director of New Business

William Alfred Haggard

Director of Investments