OUR TEAM

ADONIA HENDRIX

Distribution and Loan Specialist
Asst. Consultant
Adonia is our Distribution and Loan Specialist and an Assistant Consultant. She has earned NIPA certification as a Distributions and Loan Administrator.

APRIL MITCHELL

Dir. of New Business
Senior Consultant
April is our Director of New Business and a Senior Consultant. She received a B.A. degree in Accounting from Drury University.

CAT NEWMAN

Mgr. New Business Implementation
consultant
Cat is our Manager of New Business Implementation and a Consultant.

CHRIS CANNIZZARO

Dir. of Client Services
Senior Consultant
Chris is our Director of Client Services and a Senior Consultant. He received a B.A. degree in Business Administration – Accounting and Global Studies, as well as an M.B.A., from Drury University.

HOLLY FERGUSON

Senior Consultant
.
Holly is a Senior Consultant and received a B.A. degree from Trinity University in San Antonio, Texas and an M.B.A. from the University of Tulsa.

JACOB REHO

Consultant
.
Jacob is a Consultant and received a B.A. degree in Business Administration and Finance from the University of Kentucky.

JOHN BEASLEY

CEO
Senior Consultant
John is our CEO, a Director, and a Senior Consultant. He is a CPA and received a B.S. degree in Accounting from Oklahoma State University.

KARI OGLE

CFO
.
Kari is our CFO and a Director. She manages our firm’s accounting, finance, technology, human resources, and office operations.

KATLYN PHAM

Assistant Consultant
.
Katlyn is an Assistant Consultant and received a B.S. degree in Accounting from California State University – Long Beach and a Bachelor degree in Business Administration - Economics from Da Nang University in Vietnam.

PEGGY SCHADLE

Senior Consultant
.
PEGGY SCHADLE is a Senior Consultant. She attended the University of Iowa and Tulsa Junior College.

SUSAN HUGHES

Consultant
.
Susan is a Consultant and attended Eastern Kentucky University studying Communications and Business Management. She has earned ASPPA’s designation of Qualified 401(k) Administrator (QKA).

A Different Approach

We take a different approach - starting with commitments to our team and to our clients:
To cultivate a workplace environment and culture which fosters happiness, fulfillment,
financial rewards, and health for our employees; and
To create and deliver exceptional and meaningful solutions for our clients.

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