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

Eddie McNeal

CFP®, CRPC, CKA®, CMFA®

Private Wealth Advisor

Certified Military Financial Advisor®
Learn more about Eddie McNeal Visit Eddie McNeal's website

Carrie-Beth Randall

CFP®, CDFA®, CKA®

Private Wealth Advisor

Learn more about Carrie-Beth Randall Visit Carrie-Beth Randall's website

Anna Grace Burton

MBA

Associate Financial Advisor

Learn more about Anna Grace Burton Visit Anna Grace Burton's website


Our team

Wendy W. Griggs

Wendy W. Griggs

Operations Specialist

Personal Intro

Education: Eastern Florida State College, Associate of Arts in Business, 2007

Qualifications: FINRA Series 7

Interests: Fishing, hunting, riding ATVs, volunteering with local Pilot Club of Houston (Governor-elect) and Chickasaw Development Foundation

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Elise Ball

Elise Ball

Client Relationship Manager

Personal Intro

Education: Mary Baldwin University, Bachelor of Science in Psychology, 2017

Interests: Creative writing, nature, her dog, making music and singing, arts & crafts

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Maegan Stead

Maegan Stead

Client Service Specialist

Personal Intro

Education: Mississippi University for Women, Bachelor of Science in Business Administration, 2009

Qualifications: FINRA Series 6 and Series 63

Interests: Music, playing the piano, concerts, spending time outside with her children, gardening

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Rileigh Campbell

Rileigh Campbell

Assistant

Personal Intro

Education: Mississippi State University, Bachelor of Arts in Communication, 2025

Interests: Reading, spending time with friends and family, shopping, writing

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Andrew Sessions

Andrew Sessions

Intern

Hannah Daniels

Hannah Daniels

Intern