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Sean Budlong, CFP®
Brandon Wilkins, CKA®
Leon Bennett, CFP®
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Kendra Omans
Mark Sansom
Max McGuire
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>
Laurie Budlong
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Alyx Hampel
Becky Sharp
Tina Lorio
Marketing Team
>
Josh Budlong
Isiah Meyer-Penney
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Summer 2026
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Who We Are
Financial Consultants
>
Sean Budlong, CFP®
Brandon Wilkins, CKA®
Leon Bennett, CFP®
Associate Advisors
>
Kendra Omans
Mark Sansom
Max McGuire
Branch Operations Coordinator
>
Laurie Budlong
Client Service Managers
>
Alyx Hampel
Becky Sharp
Tina Lorio
Marketing Team
>
Josh Budlong
Isiah Meyer-Penney
Interns
>
Jaydon Watson
Who We Serve
Small Business Owners
Families
New Investors
Investments & Services
Investments
>
Discretionary Accounts
Options Contracts
Structured Investments
Services
>
Financial Planning
Retirement Planning
Legacy Planning
Tax Planning
Money Management
Protection Planning
Biblically Responsible Investing
Newsletter
Community Engagement
Blog
Events
Podcast
Client Access
Login
Enroll
How to Enroll
Password Reset
Contact Us