Our Associates
Managing Partners
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Todd A. Morris, CLU, ChFC
President
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Paul A. Folkers, CLU, ChFC, CFP®
Executive Vice President
Staff
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Carole Bennett
Senior Administrative Assistant to Todd Morris since May 1998
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Danielle Winchester
Administrative Assistant to Todd Morris since June 2023
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Waldo Goossen
Administrative Assistant to Paul Folkers since March 2016
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JoAnn Heddens
Administrative Assistant to Paul Folkers since April 2022