The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Bill Maclin

Bill Maclin

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Education

B.S., 1971, Mechanical Engineering - Tennessee Technological Univeristy, M.S., 1990 Administration and Supervision - Memphis State University
CA Insurance #0F29683 AR License #2801306

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Brooke Pilant

Brooke Pilant

Associate Financial Advisor

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Education

University of Memphis, Bachelors of Science in Education, Western Governors University, Masters of Math in Education
CA Insurance #0M85245 AR License #18353833

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Our Staff

Julia Hellums

Event Planner

Client Service Specialist

Mariah Marlowe

Paraplanner

Client Service Specialist