Sammy Dean

CFP®, Founding Partner

Jerry Grantham

ChFC, Senior Financial Advisor

Joel Holden

CFP®, Partner and COO

Dave Jesiolowski

Business & Financial Advisor

Chris McAlpin

Managing Partner and CEO

Karl Simmons

CFE’d, Partner

Josh Taffer

Financial Advisor

Jim Towns

CMFC, Senior Financial Advisor


Karen K. Baker

Operations Assistant

Christine Cole

Client Relations Coordinator

Susan Mitchell

Client Relations Coordinator

Tonia Ray

Marketing Director

Vicki Van Wick

Client Relations Coordinator

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