OUR ASSOCIATES
Our team includes over 75 talented professional advisors throughout Alabama, Arkansas, Georgia, Louisiana, Mississippi, North Carolina, South Carolina and Tennessee, each contributing knowledge in specific areas of finance. We go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized strategies to help meet those needs.
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- Abbigale Webb
- Andrew Matthieson
- Austin Ehlinger
- Britton Adams, ChFC®, CExPTM
- Camille Snyder
- Carla Garikes
- Carla Armstrong
- Charles “Mac” Jordan, CLU®, ChFC®, CAP®
- Chase Waters
- Cheryl Allen
- Chip Busbey, CLU®
- Chris E. Means, CLU®
- Christopher Johnson, MBA
- Christopher G. Thompson
- Corey Wing
- Daniel A. Taylor, CLU®, ChFC®, CFP®
- Danni Barker
- David B. Allen, CLU®, ChFC®
- David Earhart
- David Swilley
- Derrick Freeman
- Edward Inman, ChFC®, CFP®
- Elie E. Engler, ChFC®, CFP®
- Emily P. McIntyre, MBA
- Emily Pool
- Farrah Abernathy
- Frank B. Champion
- G. Elliott Hagan, Jr.
- George H. Moore, ChFC®, CLU®
- Graham Roy
- Jason Huggins, CLF®
- Jaylin W. Perry
- Jenny Hosch
- Jessica Semeraro
- Joe Kennedy
- John C. Wells, III
- John M. Russell
- Johnny Howard
- Jon-Paul Roy
- Josh Ketchie, CFP®, CPA*, ChFC®
- Josh Murphey
- Katelyn Everidge
- Katherine Norman
- Katherine Boozer
- Kayla Miller
- Keersten Davis
- Kelee Wylie
- Lea Angel Woodham
- Linda C. Miller, CLU®, ChFC®
- Lisa M. Arnold, MBA, ChFC®
- Lynn D. Burke
- M. Blake Miller
- M. Travis Moore
- Mark O. Matia
- Matthew W. Meurer
- Matthew G. Lipscomb, CLU®, ChFC®
- Michael Palmer
- Michael Ghioto, CFP®, RICP®
- Mitchell King
- Molly Maike
- Nancy Du, MBA
- Ned Richards, CLU®
- Norman L. Plotkin, JD, CLU®, ChFC®, AEP
- Palmer Curry
- Patty Barris
- Penney Swanson
- Peter Bourg
- R. Bryant Moore, ChFC®, CLU®
- R. Jim Moore
- Reagan H. Wolfe, ChFC®, CLU®
- Sally Callahan
- Sam Duffey, CLU®
- Sarah Dixon
- Shannon Hsu
- Tegan Ketchie
- Thomas Hicks
- Tia Dees
- Tim Bell
- Todd A. Gray
- Tom Purcell, CLU®, ChFC®
- Trena M. Nosler
- Tresa Day
- Tyler Kimmel
- Warren Woodham
- Wendy Adams
- Xiomara Salgado
- Yvonne Miller, FLMI, ACS
- Zach Martin
