Firm Level Members

Assured Partners of WV, LLC

340 MacCorkle Avenue, S.E.
Suite 200
Charleston, WV 25314

Phone: (304) 345-8000

Email: Frank.Baer@assuredpartners.com

LVM Capital Management

7840 Moorsbridge Road
Portage, MI 49024

Phone: (269) 321-8120

Email: cprudhomme@lvmcapital.com

Mark Smith, CPA/PFS

Mark Smith Financial Services
Wells Fargo Plaza
925 Broadbeck Drive
Suite 230
Thousand Oaks, CA 91320

Phone: (805) 494-1588

Fax: (805) 494-3434

Email: mark.smith@marksmithcpa.com

Symphonic Financial Advisors, LLC

570 Lexington Avenue
9th Floor
New York, NY 10022

Phone: (212) 702-3500

Fax: (212) 702-3535

Email: dean.russell@symphonicfa.com