Broker Check

Team Members


Michael Todd Avery

Investment Advisor Representative, Chief Compliance Officer

Michael Todd Avery began his career in the financial industry in 1994 as a Mortgage Banker in Goldsboro, NC. He worked for various companies and climbed several corporate ladders over the next eight years, being led by the work ethic...

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Jennifer Avery

Marketing Coordinator

Jennifer Avery is an RN and has worked in nursing for most of her professional life. In addition to working in the Hospital environment, Jennifer has taught nursing for the Bluegrass Community & Technical College. Her loving and...

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Greg Lozon

Life Insurance Specialist, Controller

Raymond Backers, CFP®, APMA®

Investment Advisor Representative, Chief Investment Officer