Our Team

William H. Morris, Jr., CLU, ChFC

Founder & President

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S. Scott Bates, Sr.

Principal

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Christopher M. Walters

Principal

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Julie J. Thompson, CPA*

Chief Financial Officer

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Caldwell Hughes

Financial Advisor

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Jack Nowell

Agent

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Gwenyth McDonough

Executive Assistant to CEO

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Laura S. Walters

Customer Service Representative

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Lauren S. Ingram

Employee Benefits Specialist

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Patsy C. Malouf

Life Insurance Account Manager

Danielle Milam

Disability Insurance Account Manager

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Krysten K. Jernigan

Business Development Coordinator

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