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Your Team
Your Trusted Professionals: Guided by wisdom and sound principles, our team is ready to guide you through a holistic approach to growing, protecting, and stewarding the wealth you've been entrusted with.

Luke Lyles
Co-Founder | CEO

JT Hardcastle
Co-Founder | COO
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Bradon Heruth
Internal Wholesaler

Matt Veach
Executive Benefits

Patty Andrews
Case Manager

Zesty Harper
Contracting Specialist

Katie Goodnight
Underwriting

Marissa Loughrey
Underwriting

Amy Blanchard
Back Office

CJ Bergmen
Philanthropy Strategist
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