Broker Check

Team

Robert Templeton, CKA

Wealth Management Advisor

802.744.6123

[email protected]

Robert Templeton began his career in Financial Services in 1995. Over his career and as his practice has evolved, Robert has been developing and applying procedures, strategies, and support for his clients which have become the...

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David Reid

Financial Advisor Assistant

803.828.7669

[email protected]

David was born in Oklahoma and raised on a wheat farm. He continues to look forward to his once yearly trips back to his farm. David's two children are working in the health care field, one a Laboratory Scientist and the other a...
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Noah H. Brooks

Director of Investments

[email protected]

Noah Brooks joined Good Life Companies as a Financial Advisor in 2012 before being promoted to Director of Investments for the company in 2014. Mr. Brooks was immediately tasked with creating a program for advisors to have an in-house...

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Rachel M. Sheeler

Client Services Manager

[email protected]

Rachel joined Good Life Companies in November 2015. She is a Client Services Manager currently assisting Merra Lee and Noah Brooks. Her responsibilities are primarily to process, review and submit applications and transfers for Merra...

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Karen Lee Monferdini

Financial Advisor Assistant

803.748.2777

[email protected]

Karen Lee Monferdini is a Financial Advisor Assistant. She provides high-level administrative support as well as client services and communication. Karen Lee graduated from Berry College with a Bachelor's of Science. Karen Lee was...

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