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

Advisor photo for Jim Rice

Jim Rice

CFP®, BFA, CEPA®

Private Wealth Advisor

Managing Partner of Cordian Wealth
Learn more about Jim Rice
Advisor photo for Meghanne Svatos

Meghanne Svatos

BFA, CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Meghanne Svatos
Advisor photo for Nic Gilliam

Nic Gilliam

BFA, APMA

Financial Advisor

Learn more about Nic Gilliam


Our team

Debbie Rudisill

Debbie Rudisill

Client Service Manager

Rebecca Wisenbaker

Rebecca Wisenbaker

Operations Manager

Tara Henry

Tara Henry

Client Service Manager

Katherine Gibson

Katherine Gibson

Client Service Coordinator