TO US YOU'RE FAMILY
We treat every client as if they were family – because to us, you are. What matters most to you, is what’s most important to us.
All of our member staff must meet these standards:
- Sign a fiduciary oath to act in the best interests of our clients at all times.
- Have a positive reputation among local professionals in our industry.
- Have no derogatory marks on our records as financial professionals.
- Committed to continually furthering our education in order to better serve clients.
- Volunteer regularly in the communities we serve.
- Have some connection to the military or first responder life.
Our f1S family
Mary E. Beatty, RFP, RFC
Mary E. Beatty, RFP, RFC
Mary E. Beatty, RFP, RFC
Co-Founder - Chief Executive Officer
Ryan Beatty, RFP, RFC
Mary E. Beatty, RFP, RFC
Mary E. Beatty, RFP, RFC
Co-Founder - Chief Operating Officer
Paul A. Oden, RFP
Mary E. Beatty, RFP, RFC
Paul A. Oden, RFP
Client Advisor
Kiersten Murphey
Kiersten Murphey
Paul A. Oden, RFP
Client Advisor
Bernadette Nunez
Kiersten Murphey
Bernadette Nunez
Client Advisor
Samuel Hoskin
Kiersten Murphey
Bernadette Nunez
Client Advisor
Hannah Waller
Jacquelyn Hanifin
Jacquelyn Hanifin
Director of Client Services
Jacquelyn Hanifin
Jacquelyn Hanifin
Jacquelyn Hanifin
Sales Development Representative (SDR)
Laney Dees
Jacquelyn Hanifin
Hailey Jordan
Sales Development Representative (SDR)
Hailey Jordan
Amber-Michele Turner
Hailey Jordan
Director of Marketing
Amber-Michele Turner
Amber-Michele Turner
Amber-Michele Turner
Director of Information Technology
We Proudly Support All Branches Of Our Military
we hire heroes
A New Career Path - Heroes helping Heroes
Returning to civilian life can be a big change — but like most things, a little planning can go a long way.
If you’re interested in joining another mission that matters after your military service, or if you’re a military spouse who would like a rewarding career in helping military and veteran families achieve financial success, then we’d love to help you. We are happy to answer any questions and get you going in the right direction.
