Rooted in care. Committed to you.

Across our advisory and support teams, you’ll find people who listen, understand, and walk beside you.

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Meet the Team

Marcie Linduff Plumbtree

Managing Partner & Financial Planner

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Bill Greer

Financial Advisor

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Michael McCall

CLU®, ChFC®, RICP®

Financial Planner

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Meet Bluecrest Financial Alliances

Through our partnership with Bluecrest Financial Alliances, we have access to their resources and specialists including the following:

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Vince Synan

Director of Business & Estate Planning

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Cody Cabler

Director of Financial Planning

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Barbie Greer

Receptionist & Licensing Coordinator

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Betsy Bair

Sales Assistant