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.



Our advisors

Advisor photo for Eddie McNeal

Eddie McNeal

CFP®, CKA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Eddie McNeal
Advisor photo for Carrie-Beth Randall

Carrie-Beth Randall

CFP®, CDFA®, CKA®

Private Wealth Advisor

Learn more about Carrie-Beth Randall


Our team

Wendy Washington

Wendy Washington

Operations Specialist

Laura Daniels

Laura Daniels

Marketing Specialist

Anna Grace Reed

Anna Grace Reed

Client Service Specialist

Elise Ball

Elise Ball

Client Relationship Manager