Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team

Melissa D. Higginbotham

Melissa D. Higginbotham

Office Manager,

Executive Assistant

Qualifications

  • Melissa has been with the practice since 2000. She has over 25 years of experience in Client Service and as an Office Manager.

Roles & Responsibilities

  • Assistant to J. Trent Higginbotham
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James W. Crouse

James W. Crouse

Executive Assistant,

Client Service Coordinator
Aaron Miller

Aaron Miller

Administrative Assistant