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
Alison Ponder
Senior Client Relations Manager to R. Bryant Moore and Reagan Wolfe
Amanda Cloud
Financial Representative - Huntsville, AL
Andrew Matthieson, WMCP®
Vice President, Financial Advisor - Atlanta, GA
Brandon Fisher
Associate - Lexington, KY (Jackson, MS Office)
Briston Reese
Financial Representative - Chattanooga, TN
Bryant Moore, CLU®, ChFC®, RICP®
Financial Advisor - Birmingham, AL
Cameron Jones
Financial Representative - Huntsville, AL
Charles “Mac” Jordan, CLU®, ChFC®, CAP®
Financial Advisor, Vidalia GA
Christopher Johnson, MBA
Financial Advisor - Atlanta, GA
Christopher Cook
Registered Representative - Memphis, TN
Danni Barker
Agency Control Officer, Jackson and Memphis Offices
Derrick Freeman
Investment Specialist - Jackson, MS
W. Edward Inman, Jr., ChFC®, CFP®, RICP®
Investment Specialist, Financial Advisor and Training - Atlanta, GA
Elie E. Engler, ChFC®, CFP®, RICP®
Vice President - Financial Advisor
Emily P. McIntyre, MBA
Director of Business Development
Eric Reuschling
Financial Representative - Atlanta, GA
George H. Moore, ChFC®, CLU®, RICP®
Managing Partner - Memphis, TN
Gracie Guest
Executive Assistant - David Allen - Jackson, MS
Harrison Louden, MBA
Financial Representative - Jackson, MS
Jenny Hosch
Client Relations Manager | Engler Team - Atlanta, GA
Jessica Callihan
Administrative Asst | Mkt. Coordinator
Joanne Anderson
Client Relations Specialist - Ehlinger Team
John Henson
Financial Advisor - Jackson, MS
John Mark Fisher
Financial Advisor - Memphis, TN
Jonathan Dewitt
Registered Representative - Financial Advisor - Atlanta, GA
Joseph (Joey) Sanfilippo
Associate - Dunluth, GA (Atlanta, GA office)
Kimberly Douglas
Financial Representative - Memphis, TN
Kimberly Kalchgruber
Client Operations Associate
Laney Hedgeman
Associate - Alpharetta, GA
Laurie Coleman
Administrative Assistant to John P. Henson, Jr.
Lea Angel Woodham
Office Manager, Little Rock Office
Luke Barker, CFSLA
Financial Representative - Alpharetta, GA
Madhu Nemani, RICP®
Wealth Management Advisor, Alpharetta Office
Maggie Neth
Office Mgr. & Executive Asst. - Memphis, TN
Margaret Burdette
Client Relations Specialist to Andrew Matthieson
Matt Hudnall, MBA, ChFC®, CPWA®
Financial Advisor - Hudnall Wealth
Michael J. Ghioto, CFP®, RICP®
Registered Principal and Financial Advisor
Morgan Kunath, MBA
Client Relations Manager - Hudnall Team
Rachel Erickson
Client Relations Manager
Reagan H. Wolfe, ChFC®, CLU®, CExP™
Financial Advisor - Atlanta, GA
Robert Crisler
Financial Representative - Jackson, MS
Ryan Frame
Managing Associate | Registered Representative- Chattanooga, TN
Sam Duffey, CLU®
Director of Brokerage Sales, Birmingham and Memphis Office
Shane Stromei
Associate Principal Owner - Financial Advisor - Huntsville, AL
Thomas Yung
Managing Associate - Financial Representative - Alpharetta, GA
Tiffany McCallen
Marketing Coordinator - Ashford Global
Tom Purcell, CLU®, ChFC®
Chief Executive Officer (CEO)
Trinity Tobin
Client Relations Manager - Blake Miller Team
Warren Woodham
Financial Advisor - Little Rock, AR
William Brown
Client Relations - Atlanta, GA
William Francis, CFSLA
Financial Advisor - Atlanta, GA
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.