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.



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.
  • Coordinates client events and seminars.
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Taylor Bondy

Taylor Bondy

Operations Specialist

Qualifications

  • Team member since 2023.

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

Roles & Responsibilities

  • Prepares files for client service meetings.
  • Handles follow-up communications.
  • Maintains client-service system.
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Caroline Warshaw

Caroline Warshaw

Client Service Specialist

Qualifications

  • Team member since 2023.

  • Student at University of Tennessee.

  • Focus of study: Finance

  • Graduation date: Spring 2025

Roles & Responsibilities

  • Schedules client appointments.
  • Maintains social media channels.
  • Supports client-based communications.
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