Our Difference
When you work with our team, you’ll have a dedicated team of wealth management experts by your side creating a customized financial plan that aligns with your unique goals and values. We dig in deeply to with your specific goals in mind to provide financial planning, retirement analysis and planning, income tax reviews, and estate plan reviews. We also make the specifics around your money and how it's invested make sense to you.
Our team is comprised of long-tenured, diverse and highly credentialed individuals. We leverage our in-house resources as well as external expert team, so we are constantly learning about and providing perspective on the latest financial planning and investment management strategies.
Service Above Self
Service is at the core of our work. Not only do we work diligently to serve our friends & clients, we work consistently to better the community through associations with organizations such as Matthew 25, Rotary Colonels 2 College Scholarship Program, the Rotary Club of Henderson, Audubon Kids Zone, South Middle School, and Community Baptist Church.
Changing Lives
Prior to this rewarding financial advising career, I was fortunate to nurture a 21 year career in top leadership at the Easter Seals Rehabilitation Center, St. Anthony's Hospice, Henderson County Healthcare Corporation, and the Hugh Edward Sandefur Training Center. Our teams were sold out to profoundly change lives every day. This is the same transformative value we bring to our clients today!
Leadership
Changing lives involves digging in deeply. I have been honored to serve in voluntary leadership positions with the Rotary Club of Henderson, Rotary Colonels 2 College, Health First Community Health Center, the Volunteer & Information Center, The Gathering Place, Henderson ABA Youth Basketball, Matthew 25, and Community Baptist Church. We dig in deeply with our clients as well to provide a full-service planning approach.