About Us
Preferred Future
Problems We Solve
Team
Pathway Process
Insights
Contact
Your Team
A team dedicated to simplifying the complex for your family and/or business.
Matt Davis
Founder & Chairman
Randy Rother
Founder & Chief Executive Officer
Jacob Davis
Partner & President
Matthew Rother
Partner & Vice President of Sales and Operations
Bryan Krupin
Partner
Ross Ferrin
Senior Advisor
Paul Shockley
Senior Advisor
Lynda Coit
Chief of Staff & Director of Underwriting
Erica Gentry
Executive Assistant
Heather Kaye
Executive Assistant
Misty Smith
Executive Assistant
Your preferred future awaits. We stand ready to help.
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