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Individual commitment to a group effort–that is what makes a team work, a company work, a society work, a civilization work." 

Vince Lombardi

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Bruce Carlton

Client Advocate

Robert Bruce Carlton, CLU

CEO

Bruce has over 36 years of experience in the financial industry. Bruce is married to Cathy and they have three children, two of which are in the business. He's also held advisory positions with numerous corporate, institutional and non-profit organizations. When Bruce isn't working, you can find him at Center Hill Lake with family and friends. His other interest is thoroughbred horse racing both as an owner and fan.

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Kyle B Carlton

Client Advocate

Kyle B Carlton

PRESIDENT & CHIEF INVESTMENT OFFICER

Kyle started his career in financial services in 2004 with a focus on wealth transfer and estate planning. Kyle is married to Jenny and they have two girls. He is active in several local non-profit organizations and when he's not at the office, you can find him on Center Hill Lake.

 "Being able to make a true difference in the best part of the job."

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Tim Henderson

Client Advocate

Tim Henderson

Advisor

Tim has been successful in building small businesses and non-profits. His specialty for close to ten years has been employee benefits and Medicare planning.

Adam McKnight

Client Advocate

Bio coming soon :-)

Tom West

Client Advocate

Bio coming soon :-)