Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Team

Melissa LeGrand

Melissa LeGrand

Practice Manager,

Client Relationship Specialist

Qualifications

  • Ten Years of Experience in the Financial Services Industry
  • Bachelors of Business Administration in Marketing, Middle Tennessee State University, 2009
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Kimberly Combs

Kimberly Combs

Administrative Assistant

Julie Guay

Julie Guay

Administrative Assistant