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.

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Team photo

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Our advisors

Jeffrey Shealy

CRPC

Private Wealth Advisor

Managing Director
Learn more about Jeffrey Shealy

Joel Ayers

Financial Advisor

Associate Vice President
Learn more about Joel Ayers

Annie Fitzgerald

CFP®

Financial Advisor

Learn more about Annie Fitzgerald

Danny Pigge

LUTCF®, AAMS®

Financial Advisor

Associate Vice President
Learn more about Danny Pigge

Randy Walker

CRPC

Financial Advisor

Vice President
Learn more about Randy Walker


Our team

Roma (Suzzie) Hall

Roma (Suzzie) Hall

Registered Client Service Associate

Priya Butola

Priya Butola

Client Service Associate