Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Billie Pettey

Billie Pettey

CFP®, CRPC, CLTC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Billie Pettey's website


Team

Dawn Patterson

Office Manager