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 Lindsay Jones

Lindsay Jones

CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lindsay Jones Visit Lindsay Jones's website
Advisor photo for Tammie Dunn Walker

Tammie Dunn Walker

MBA, CFP®, CRPC

Private Wealth Advisor

Learn more about Tammie Dunn Walker Visit Tammie Dunn Walker's website
Advisor photo for Nikki Fry

Nikki Fry

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Nikki Fry Visit Nikki Fry's website


Our team

Kimberly George

Kimberly George

Client Service Specialist