Our Advisors
Guiding Your Financial Future with Expertise and Care
Our team is committed to helping you navigate the path to financial success. Each advisor brings a wealth of experience and a personalized approach to ensure your unique needs are met with precision and care. We pride ourselves on fostering a family-first environment, where your goals become our mission. Explore our directory to find the right advisor who will partner with you on your journey towards a secure and prosperous financial future.
Adam McMillian, CEPA®
Financial Advisor
John Lovette
Director of Operations
Joey Perkins, CPA
Partner & Financial Advisor
Kimberly Stone
Director of Client Experience & Marketing
Lynette Joyce, CISP
Executive Administrator
Matt Hearn, CFP®, ChFC®
Partner & Financial Advisor
Chip Wilcox
Partner & Financial Advisor
My interest in investing began when my father handed me a check and sent me to see his financial advisor. That moment sparked an interested for me in the field of investment management that stuck with me through the years. After...
Barry Amburn, CPA
Founding Partner & Financial Advisor
Start Here.
Let’s Build Forward.
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