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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

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Our History

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

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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

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Our Resources

Mark Hoover, Keith Rowland

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Our Process

James Keller

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Our History

Geoff Koepp, Todd Lively

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Our Values

Larry Macy

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Our Resources

Landon Marx

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Our Process

Quinn

Moser, Marion "Tim" Philpot

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Our History

Kenneth Nitsche

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Our Values

August "August" Perazzini

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Our Resources

Steve Pipkin

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Our Process

Cory Proctor, Shaylor Smith

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Our History

Alisa Zelaya-Perez

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TENNESSEE

Our Process

John Barrios

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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

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Our Values

Beth Ervin

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Our Process

Christina Inmon

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Our History

Jeremy "Scott" Johnson

scott@redtreewealth.org

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SOUTH CAROLINA

Our Process

Mark Bennett, Dennie Ray Lewis

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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

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Our History

Allan Booher, Brian Cavanaugh

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Our Values

Connie Gowin

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NORTH CAROLINA

Our Process

Richard Bettinger

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Our History

David Lefever

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NEW YORK

MISSIPPI

Our Process

Samuel Albritton, Robert "Bobby" Lyle

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Our History

Tim Ryan, Fisher Norris

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LOUISIANA

Our Process

Eric Rigby

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Our History

Steven "Steve" Bates

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Our Values

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

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KENTUCKY

Our Process

Deborah Blankenship, Chase Buchanan

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Our History

Travis Langdon

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INDIANA

GEORGIA

Our Process

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

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FLORIDA

ALABAMA

Our Process

Douglas "Doug" Dutcher, Landon "Tirey" Cole

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Our History

Kelly Cole

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Our Values

Robert "Eddie" Young

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