Team

Our Team

______

A dedicated team of professionals involved beyond the expected.

At Intrua Financial, we treat you like family while providing you with advice that assists you in working towards financial confidence. The Intrua Financial team is comprised of specialists in business, estate and tax planning strategies, resourcing you with effective approaches to build your life.

Leadership Team

____________________

Our leadership team helps to ensure our advisors are equipped with cutting-edge technology, tools
and information so they can focus on what they do best: advising our clients

___________________________

Courtney Garner, CFP^®

Director of Financial Planning

Jessi Ayrer

Director of Operations

Joy McCormack

Director of Advisor Success

Lisa Vollers

Finance Manager

Michaela Holbrook

Director of Client Success

Samuel Lawhon

Director of Investments

Financial Planning Team

____________________

Our financial planning team of CFP^®professionals have met extensive training and experience requirements.
Taking a holistic, personalized approach to bring all the pieces of your financial picture together.
Putting your best interests first, so they can provide you confidence today and a independent tomorrow.

___________________________

Service Team

____________________

Finding the right advisor is important. But we want to be perfectly clear,
when you align with Intrua, you gain the strength of our entire organization

___________________________