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Our advisors

Russel L Phelps

MSFP, CFP®, CDFA®, APMA®, AWMA®, MPAS

Private Wealth Advisor

Certified Divorce Financial Analyst
Learn more about Russel L Phelps Visit Russel L Phelps's website


Our team

Iris Baucom

Iris Baucom

Financial Planning Specialist

Personal Intro

I'm happily married to my husband Terry and have two sons and a daughter-in-law. I enjoy vacationing with my family and working out at the gym.

Qualifications

  • Chartered Retirement Planning CounselorSM

Roles & Responsibilities

  • Iris is responsible for Financial Plan Development, Client Meeting Preparation, Client and Portfolio Rebalance Analysis.
  • She handles Quarterly Managed Account Investment Data Gathering for Advisor Review, Year End Capital Gain/Loss Analysis
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Samantha Williams

Samantha Williams

Client Service Coordinator

Personal Intro

I share my home with my amazing husband and our dog Bodie. I spend my free time camping, reading, and making memories with my family and friends.

Roles & Responsibilities

  • Sam primarily supports Russel here in the office and can assist with fund requests, account questions and general task you may need assistance with
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