Centerville, OH Washington Village Dr Office

Janice Chinn is a financial advisor with Primerica Advisors in Centerville, OH, holding 24 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1995. Outside of her advisory role, she is the founder of the Just For You Foundation and serves as Executive Director of its Ephraim's House programs, in addition to owning All Tax Matters and Chinn Industries. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and employs an operational model featuring tiered wrap fees and oversight of portfolio management.

Jerry Henderson is a financial advisor with Primerica Advisors in Centerville, OH, holding 11 years of industry experience. He has worked with Primerica Advisors, Greenbriar, and Primerica Financial Services since 2015. In addition to his advisory role, he is involved in the sale of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third parties and operates at scale with thousands of advisors and billions in assets under management.

Richard Burkes is a financial advisor with Primerica Advisors, holding a Series 66 credential and 26 years of industry experience. He has worked with several firms, including Stratos Wealth Partners, LPL Financial, and Chase Investment Services Corp. Burkes is involved in selling loan products and referrals related to home security and automation through affiliated companies. 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 clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Elizabeth Braun is a financial advisor with Primerica Advisors in Centerville, OH, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Primerica Advisors since 2022 and has worked at Primerica Financial Services since 1999. Outside of advising, she is involved in sales of home security and automation products, as well as other home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies offered by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Tobias Jones is a financial advisor at Primerica Advisors with 17 years of industry experience. He has been with Primerica Advisors since 2008 and has a background that includes roles at Primerica Financial Services. Outside of his advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Vickey Parks is a financial advisor with Primerica Advisors in Centerville, OH, holding a Series 63 designation and 20 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2005. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a select number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Phillip Johnson is a financial advisor with Primerica Advisors in Centerville, OH, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001 and has worked at Miami University since 2017. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.