The Team

Our Advisors

Bill Maclin

Bill Maclin

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Education

B.S., 1971, Mechanical Engineering - Tennessee Technological Univeristy, M.S., 1990 Administration and Supervision - Memphis State University
CA Insurance #0F29683 AR License #2801306

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Brooke Pilant

Brooke Pilant

Associate Financial Advisor

More about me...

Education

University of Memphis, Bachelors of Science in Education, Western Governors University, Masters of Math in Education
CA Insurance #0M85245 AR License #18353833

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Our Staff

Julia Hellums

Julia Hellums

Financial Planning Analyst

Event Planner
Mariah Marlowe

Mariah Marlowe

Paraplanner

Client Service Specialist
Donna Staples

Donna Staples

Client Relationship Manager

Event Planner

Rebecca Koontz

Paraplanner