How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Daniel Bickerstaff

Daniel Bickerstaff

CFP®, ChFC®, APMA®

Financial Advisor

Learn more about Daniel Bickerstaff Visit Daniel Bickerstaff's website
Beau Brock

Beau Brock

MBA, CFP®, CRPC®, APMA®

Financial Advisor

Learn more about Beau Brock Visit Beau Brock's website
Brandt Brock

Brandt Brock

CFP®, ChFC®, FSA, MAAA, APMA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Brandt Brock Visit Brandt Brock's website

Our team

Sandra Bransford

Sandra Bransford

Client Service Specialist

Ana Brennan

Ana Brennan

Client Service Specialist

Whitley Doss

Whitley Doss

Receptionist

Carla Douglas

Carla Douglas

Administrative Assistant

Kathy Honeyman

Kathy Honeyman

Marketing Manager

Diana Idleman

Diana Idleman

Administrative Assistant

Bethany Kelley

Bethany Kelley

Administrative Assistant

Tim Linthicum

Tim Linthicum

Paraplanner

Patti Mauldin

Patti Mauldin

Client Service Specialist

Christy Pfeiffer

Christy Pfeiffer

Office Manager