Meet The Team
Jeff Helms, CFA
Founder and CEO
Chris Draughon, CFP(R)
Director of Financial Planning
Kris Sammons, ACS, AIAA(R)
Director of Operations
An affiliate of Heffernan Insurance Brokers, CA License #0564249. Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA / SIPC.
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