Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jeffrey Shealy

Private Wealth Advisor

Managing Director
Learn more about Jeffrey Shealy

Joel Ayers

Financial Advisor

Associate Vice President
Learn more about Joel Ayers

Danny Pigge

LUTCF®, AAMS

Financial Advisor

Associate Vice President
Learn more about Danny Pigge


Our team

Roma (Suzzie) Hall

Roma (Suzzie) Hall

Registered Client Service Associate