How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Jeff Draughon

Jeff Draughon

AAMS®

Financial Advisor

Managing Director
Learn more about Jeff Draughon Visit Jeff Draughon's website
Joey Bollinger

Joey Bollinger

MBA, AAMS®

Financial Advisor

Managing Director
Learn more about Joey Bollinger Visit Joey Bollinger's website
Michael Upton

Michael Upton

AAMS®

Financial Advisor

Managing Director
Learn more about Michael Upton Visit Michael Upton's website
Sam Marino

Sam Marino

Financial Advisor

Vice President
Learn more about Sam Marino Visit Sam Marino's website
Brian Flynn

Brian Flynn

Financial Advisor

Associate Vice President
Learn more about Brian Flynn Visit Brian Flynn's website
Stan Bollinger

Stan Bollinger

Financial Advisor

Associate Vice President
Learn more about Stan Bollinger Visit Stan Bollinger's website
Crissy Shirley

Crissy Shirley

Financial Advisor

Learn more about Crissy Shirley Visit Crissy Shirley's website
John Lenahan

John Lenahan

CFP®

Financial Advisor

Associate Vice President
Learn more about John Lenahan Visit John Lenahan's website
Lori Decker

Lori Decker

CMFC®

Financial Advisor

Associate Vice President
Learn more about Lori Decker Visit Lori Decker's website

Our team

Heather Parker

Heather Parker

Client Service Associate

Monica Meche

Monica Meche

Client Service Associate

Martha Bankston

Martha Bankston

Client Service Associate

Ann Murray

Ann Murray

Client Service Associate

Kimberly Braddy

Kimberly Braddy

Client Service Associate

Debbie Causey

Debbie Causey

Client Service Associate