Team
Jeff Bynum
Founder
In the fall of 2008 I was introduced to an uncommon approach to financial decision making and entered the financial services industry. Teaching through holistic philosophy, I educate my clients on how to avoid many of the failures...
Dorothy (Dot) Morgan
Executive Assistant
Having spent most of my life in Washington state, I learned the appreciation for the outdoors and rural lifestyle of which I continue to love today. Recently moving to the Idaho Panhandle has brought us closer to family, friends and...
Kevin Thompson
Investment Adviser
682-233-7771
Kevin decided to join the Finance industry because he knows how important it is to be financially balanced and live a disciplined lifestyle. He wants to educate others about the pitfalls that intrude on successful retirement....
Michael Dunn
Agent
Fort Worth, Texas is home but I was born and raised in Nashville, Tennessee. I left the great state of Tennessee to head to the good ol' Lonestar state to attend college. Graduating from TCU in 2014, I earned a degree in Economics and...
Teri Demore
Financial Representative
682-233-7771