Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Life Wealth Planning Group
Team photo for Life Wealth Planning Group

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Our advisors

Advisor photo for Paige Joyner

Paige Joyner

CFP®, APMA®, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Paige Joyner Visit Paige Joyner's website
Advisor photo for Scott Allen Stephens

Scott Allen Stephens

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Scott Allen Stephens Visit Scott Allen Stephens's website
Advisor photo for Mark Gooding

Mark Gooding

MS

Associate Financial Advisor

Learn more about Mark Gooding Visit Mark Gooding's website


Our team

Katherine Mitchell

Katherine Mitchell

Client Service Coordinator

Renee Winberry

Renee Winberry

Administrative Assistant