v


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

Courtney Garner, CFP®

Director of Financial Planning

Jessi Ayrer

Jessi Ayrer

Director of Operations

Joy McCormack

Joy McCormack

Director of Advisor Success

Lisa Vollers

Lisa Vollers

Finance Manager

Michaela Holbrook

Michaela Holbrook

Director of Client Success

Samuel Lawhon

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

___________________________


Brenda Willis

Brenda Willis

Client Service Associate

Cherise  Arnold

Cherise Arnold

Client Service Associate

Elizabeth Masters

Elizabeth Masters

Client Service Associate

Jenny Leishman

Jenny Leishman

Administrative Assistant

JL Bell

JL Bell

Service Associate

Laina Voong

Laina Voong

Client Service Associate

Marnie Leishman

Marnie Leishman

Marketing Specialist

Monica Trevino

Monica Trevino

Transition Specialist

Rose Lambert

Rose Lambert

Operations Specialist

Steph Melendez

Steph Melendez

Client Service Associate