Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Partners

Cheryl Allen

Cheryl Allen

Director of Brokerage Sales, Jackson Office

(601) 956-6656

Danni Barker

Danni Barker

Agency Control Office, Jackson and Memphis Offices

(601) 803-2706

Jason Huggins

Jason Huggins, CLF®

Vice President & Managing Director, Atlanta Office

(770) 390-2643

Kayla Miller

Kayla Miller

Administrative Asst.

770-390-2622

770-714-3771

Laurie Coleman

Laurie Coleman

Administrative Assistant to John P. Henson, Jr.

(601) 421-5522

Lindsay Lowery

Lindsay Lowery

Client Relations Specialist

770-390-2653

770-390-2610

Lindsay Olson

Lindsay Olson

Recruiting & Marketing Specialist

770-390-2606

770-390-2610

Madhu Nemani

Madhu Nemani

Wealth Management Advisor, Alpharetta Office

(404) 819-8623

R. Jim Moore

R. Jim Moore

Director of Brokerage Sales, Atlanta Office

(770) 390-2672

Sam Duffey

Sam Duffey, CLU®

Director of Brokerage Sales, Birmingham and Memphis Office

(205) 626-9347

Tresa Day

Tresa Day

Agency Finance Director, Atlanta Office

(770) 390-2627

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.