Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Erick Dalton

Erick Dalton

CFP®

Private Wealth Advisor

Learn more about Erick Dalton Visit Erick Dalton's website
Advisor photo for Andy Sutton

Andy Sutton

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Andy Sutton Visit Andy Sutton's website
Advisor photo for Spencer Bloodworth

Spencer Bloodworth

RICP®, APMA

Financial Advisor

Retirement Income Certified Professional®
Learn more about Spencer Bloodworth Visit Spencer Bloodworth's website
Advisor photo for Jeremy Overton

Jeremy Overton

CRPC, CFS®, CDFA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jeremy Overton Visit Jeremy Overton's website
Advisor photo for Daniel Wring

Daniel Wring

Associate Financial Advisor

Learn more about Daniel Wring Visit Daniel Wring's website
Advisor photo for Matthew Windhaus

Matthew Windhaus

APMA

Financial Advisor

Operations Director
Learn more about Matthew Windhaus Visit Matthew Windhaus's website


Our team

Tammy Mabe

Tammy Mabe

Client Service Coordinator

Shauna McCormick

Shauna McCormick

Client Service Coordinator

Joanna Miley

Joanna Miley

Administrative Assistant

Brandi Stephens

Brandi Stephens

Client Relationship Manager

Braxton Scales

Braxton Scales

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