Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


Our advisors

Our team

Sandra Bransford

Sandra Bransford

Client Service Specialist

Ana Brennan

Ana Brennan

Client Service Specialist

Carla Douglas

Carla Douglas

Administrative Assistant

Kathy Honeyman

Kathy Honeyman

Marketing Manager

Diana Idleman

Diana Idleman

Administrative Assistant

Kolbi Jordan

Kolbi Jordan

Administrative Assistant

Tim Linthicum

Tim Linthicum

Paraplanner

Patti Mauldin

Patti Mauldin

Client Service Specialist

Christy Pfeiffer

Christy Pfeiffer

Office Manager