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Meet Our Team - Roanoke

Tim Philpot, MBA, CPA, PFS

Financial Advisor

Kristi Tomlinson, AAMS®

Financial Advisor

Sean Turner

Health Insurance Consultant

Mimi Ragsdale

Marketing Director

Jean Littlefield

Relationship Manager

Meet Our Team - Hurst

David Schoening, MBA, CPA, CFP®

Financial Advisor

Marie Martinez

Administrative Assistant

Regina Bruner

Senior Benefits  Consultant

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Securities offered through Questar Capital Corporation, Inc. (QCC) Member FINRA, SIPC

Advisory services offered through Questar Asset Management (QAM) A Registered Investment Advisor.

Preservation Financial, LLC is independent of QCC and QAM.

Preservation Financial, LLC is a full service financial services firm, not a CPA firm.


This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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