Broker Check

Our Trusted Partners

TOGETHER


Strategic partnerships amplify our reach, fuel innovation, and drive shared growth, making them a cornerstone of our business success.



TEXAS

Our Process

Mrs. Chana Kay Beene, CLU, Chet Beene

Our History

Ryan Bradford, Desmond Early, James "Jim" Fereday, Michael Griffin, Lisa Murray Lee, Martha Robinson

Our Values

Roger Burman, Stanley "Cash" Cunningham, Gregory Edward, Jim Schooler, Toby "Scott" Peters; CLU, ChFC, CPA, AIF, Greg Lively; CPA, MA, Karin Stewart, Robert "Bob" Wagner, Sam Watters Jr, Sam Waters Sr., Sara Watts, James Whaley, Blake White, Gilbert "Gil" Ray Zepeda, CPA, MA

Our Resources

Mark Hoover, Keith Rowland

Our Process

James Keller

Our History

Geoff Koepp, Todd Lively

Our Values

Larry Macy

Our Resources

Landon Marx

Our Process

Quinn

Moser, Marion "Tim" Philpot

Our History

Kenneth Nitsche

Our Values

August "August" Perazzini

Our Resources

Steve Pipkin

Our Process

Cory Proctor, Shaylor Smith

Our History

Alisa Zelaya-Perez

Our Values


TENNESSEE

Our Process

John Barrios

Our History

Robert Becker, Brandon Borque, Thomas Henry, Timothy Jester, Howard "Danny" Knapp, Matthew Payne, Matthew Ribble, Steven "Steve" Roussel, John "Tyler" Shamblin, Brian White, Wesley White, James "Jimmy" Brian Whitman

Our Values

Beth Ervin

Our Process

Christina Inmon

Our History

Jeremy "Scott" Johnson

scott@redtreewealth.org

Our Values


SOUTH CAROLINA

Our Process

Mark Bennett, Dennie Ray Lewis

Our History


Our Values


OKLAHOMA

Our Process

Steven Beck, William "Bill" Daniel, Amber Eduvigen, Brandon Ingerson, Richard "Rich" Keel, Jacob "Kane" Ogle, Cale Olbert, Brett Valentine, Gary Donald Woods / CLU / ChFC

Our History

Allan Booher, Brian Cavanaugh

Our Values

Connie Gowin

Our Process

Cory Jobe

Our History

David C. Paulson

Our Values


NORTH CAROLINA

Our Process

Richard Bettinger

Our History

David Lefever

Our Values


NEW YORK

Our Process

John Villella

Our History


Our Values


MISSIPPI

Our Process

Samuel Albritton, Robert "Bobby" Lyle

Our History

Tim Ryan, Fisher Norris

Our Values


LOUISIANA

Our Process

Eric Rigby

Our History

Steven "Steve" Bates

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

KENTUCKY

Our Process

Deborah Blankenship, Chase Buchanan

Our History

Travis Langdon

Our Values


INDIANA

Our Process

Troy David Stoll

Our History


Our Values


GEORGIA

Our Process

Jeffrey "Jeff" Mckinnon, David Moore, Darin Ruttenberg, Richard "Rick" Wiley Waddell III, Samuel "Guy" Guy Williams

Our History


Our Values


FLORIDA

Our Process

Peter Randy Mansur

Our History


Our Values


ALABAMA

Our Process

Douglas "Doug" Dutcher, Landon "Tirey" Cole

Our History

Kelly Cole

Our Values

Robert "Eddie" Young