Other Professional Partners

I. Accounting & Tax

Gary Petersen, CPA (Adams & Petersen CPAs)

http://www.apcpas.com

II. Payroll & Bookeeping Services

Mike Burton (Majestic Payroll)

http://majesticpayroll.com/

III. Third Party Administration & Other Retirement Plan Services

Ryan Pedroza, ERPA, QPA, APA (The Ryding Company)

http://www.trco.com

IV. Estate Planning & Other Legal Services:

Matthew L. Mitton, Attorney at Law (Estate Planning)

http://www.joneswaldo.com/team/matthew-l-mitton/

Gary L. Longmore, Attorney at Law (Estate Planning, Business Succession & Taxation)

http://www.rqn.com/attorney/gary-l-longmore/

V. Property & Casualty (Independent Auto, Home Owner's, Umbrella & Business Insurance):

S. Dallas Hamblin (HB RISK MANAGEMENT)

https://affordableamericaninsurance.com/hb-risk-management/

VI. Real Estate

Ryan Thurgood (Kings Peak Reality)

http://www.kingspeakrealty.com/

VII. Health Insurance

Keith Cordon (Encore Benefits)

http://www.myencorebenefits.com/

VIII. Federal Benefit Specialist

Cristie Allen (Cristie’s Federal Retirement)

http://www.cristiesfedretirement.com/

IX. Medicare & Medicare Supplements

Tracy Weir (Senior Med Benefits)

tracy.weir@srmedbenefits.com