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.

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Team photo

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Our advisors

Gregory Ward

CRPC, CKA®

Financial Advisor

Franchise Owner
Learn more about Gregory Ward Visit Gregory Ward's website

Bailey Cutrell

CFP®, BFA, MSFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Bailey Cutrell Visit Bailey Cutrell's website


Our team

Marie Ward

Marie Ward

Practice Manager,

Marketing Specialist

Qualifications

  • Team member since 2006.

Roles & Responsibilities

  • Oversees office operations.
  • Conducts specialized marketing.
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Taylor Bondy

Taylor Bondy

Operations Specialist

Qualifications

  • Team member since 2023.

  • 2023 B.S. in Finance from University of TN.

  • FINRA Series 7 license.

Roles & Responsibilities

  • Supervises business processing and tracking.
  • Completes transactions and money movement requests.
  • Assists clients with managing accounts.
  • Handles follow-up communications.
  • Maintains client-service system.
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Caroline Warshaw

Caroline Warshaw

Client Service Specialist

Qualifications

  • Team member since 2023.

  • 2025 B.S. in Finance from University of TN.

Roles & Responsibilities

  • Manages relationships with investment wholesalers.
  • Supports advisors with investment reports and data tracking.
  • Assists with client transactions and requests.
  • Coordinates client events and seminars.
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Alexa (Lexi) Lupien

Alexa (Lexi) Lupien

Client Relationship Specialist

Qualifications

  • Team member since 2025.

  • 2025 B.A. in Sociology from University of TN.

Roles & Responsibilities

  • Maintains office calendar.
  • Conducts concierge services.
  • Prepares meeting prep for client service meetings.
  • Supports client-based communications.
  • Operates social media channels.
  • Coordinates client events and seminars.
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