With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.





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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Donna Garrison

Donna Garrison

Administrative Assistant

Kimberly Combs

Kimberly Combs

Administrative Assistant