Contact Our Office
Team
Regional & Divisional Leadership
Office Leadership
John M. Thompson
Principal and Consultant
Kara Thompson
Firm Accounting & Operations Manager
Advisors
Erick Avila
Group Marketing, Account Manager & Consultant
Donna Cox
Consultant and Sr. Account Manager
Crystal Rau
Retirement Consultant
Kelly Avila
Office & Customer Service Assistant
Diana Hernandez
Customer Service Representative