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 Macho
- Alia Rasheed
- Andrew Matthieson
- Anna Kindley, SPHR, SHRM-SCP
- Anupama Menon
- 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
- Corey Wing
- Daniel A. Taylor, CLU®, ChFC®, CFP®
- Danni Barker
- David B. Allen, CLU®, ChFC®
- David Earhart
- David Swilley
- Derrick Freeman
- Dianne E. Tyler
- Dylan Penick
- Edward Inman, ChFC®, CFP®
- Elie E. Engler, ChFC®, CFP®
- Emily P. McIntyre, MBA
- Emily Pool
- Farrah Abernathy
- G. Elliott Hagan, Jr.
- George H. Moore, ChFC®, CLU®
- Graham Roy
- Jason Huggins, CLF®
- Jaylin W. Perry
- Jenny Hosch
- Jessica Semeraro
- Jimmie Watkins III, MBA
- 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
- Ladd Sanderson, AAMS
- Lea Angel Woodham
- Linda C. Miller, CLU®, ChFC®
- Lisa M. Arnold, MBA, ChFC®
- Lloyd Gray
- Lynn D. Burke
- M. Blake Miller
- M. Travis Moore
- Madhu Nemani
- Mark O. Matia
- Matthew W. Meurer
- Matthew G. Lipscomb, CLU®, ChFC®
- Mauri Lee Welzien
- Michael Palmer
- Michael Ghioto, CFP®, RICP®
- Mitchell King
- Molly Maike
- Nancy Du, MBA, RICP®
- 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®
- Sara Dewitt
- Sarah Dixon
- Shannon Hsu
- Stephanie Kiser
- Tegan Ketchie
- Thomas Hicks
- Thomas Yung
- Tia Dees
- Tim Bell
- Tom Purcell, CLU®, ChFC®
- Tracee Wilson
- Trena M. Nosler
- Tresa Day
- Tyler Kimmel
- Warren Woodham
- Wendy Adams
- William Mosley
- Xiomara Salgado
- Yvonne Miller, FLMI, ACS
- Zach Martin
