Our Team

Herstle Jones
Herstle Jones
LUTCF, CLTC
President & Founder, Investment Advisor Representative
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Kelly Jones

Chief Financial Officer
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Steven J. Yungen
Steven J. Yungen
LUTCF
Vice President, Financial Division, Investment Advisor Representative
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Jeff Blum
Jeff Blum
LUTCF
Investment Advisor
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Brian C. Poppa
Brian C. Poppa
Independent Insurance Agent
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Everett Hendrix
everett
Independent Insurance Agent
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Leisha Hendrix

Independent Insurance Agent
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Mary Kallas
Mary Kallas
Executive Assistant
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Kim Advent

Executive Assistant
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Jessica Bullion

Executive Assistant
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Mark Stever

Marketing Director
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