Casper, WY East E Street Office

Eric Young is a financial advisor with Primerica Advisors in Casper, Wyoming, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His career includes long-term roles at Primerica Financial Services since 2007 and Wyoming Freedom Financial since 2015. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodial services.

Gina Haggard is a financial advisor with Primerica Advisors in Casper, Wyoming, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Primerica Advisors since 2019, following a period with Primerica Financial Services starting in 2018. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by third-party asset managers and supports advisory services through a large network of advisors and offices.

Andrea Young is a Series 63-licensed financial advisor with Primerica Advisors in Casper, Wyoming, where she has worked since 2007. She has 18 years of industry experience and has been associated with Primerica Financial Services since 2006. Outside of her advisory role, she owns Vexos LLC, a customization business offering engraving and apparel printing services, and serves as president and owner of Wyoming Freedom Financial, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and employs a tiered wrap-fee structure.

Anna Burton is a Series 66-licensed financial advisor with Primerica Advisors in Casper, Wyoming. She has four years of industry experience, including seven years at Lincoln Financial Advisors and seven years with Wyoming Oral & Maxillofacial Surgery, P.C. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies created by unaffiliated asset managers.

David Coombs is a financial advisor with Primerica Advisors in Casper, Wyoming, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998 and briefly worked at Hsbald Enterprises Inc. in 2017. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options under a wrap-fee structure. The firm employs third-party asset managers and uses an operational model that includes tiered percentage-based fees and ongoing oversight of investment models.

Candace Bonella is a financial advisor with Primerica Advisors in Casper, WY, holding a Series 63 designation and 13 years of industry experience. She has worked with multiple organizations, including PFS Investments Inc. and several Fremont County school districts, alongside her role at Primerica since 2008. Outside of financial advising, she co-owns a farm in Riverton, WY, sells farm products, and is involved in handyman services through Tumble B Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.