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
Andrew Matthieson
Vice President, Financial Advisor
Cheryl Allen
Director of Brokerage Sales, Jackson Office
Daniel A. Taylor, CLU®, ChFC®, CFP®
Managing Director & Director of Brokerage Sales
Danni Barker
Agency Control Officer, Jackson and Memphis Offices
Derrick Freeman
Investment Specialist, Jackson Office
Edward Inman, ChFC®, CFP®
Financial Advisor and Investment Specialist
Emily P. McIntyre, MBA
Director of Business Development
George H. Moore, ChFC®, CLU®, RICP®
Managing Partner, Memphis Office
Laurie Coleman
Administrative Assistant to John P. Henson, Jr.
Lea Angel Woodham
Office Manager, Little Rock Office
Madhu Nemani
Wealth Management Advisor, Alpharetta Office
Margaret Burdette
Client Relations Specialist to Andrew Matthieson
Matthew G. Lipscomb, CLU®, ChFC®
Senior Vice President, Atlanta Office
Michael J. Ghioto, CFP®, RICP®
Registered Principal and Financial Advisor
R. Jim Moore
Director of Brokerage Sales, Atlanta Office
Sam Duffey, CLU®
Director of Brokerage Sales, Birmingham and Memphis Office
Tom Purcell, CLU®, ChFC®
Chief Executive Officer (CEO)
Yvonne Miller, FLMI, ACS
Director of Operations, Memphis Office
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.