Experience Makes all the difference
It also comes from listening. Our team of professionals distinguishes itself in both financial experience and personal service. We’re a tight-knit group striving to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
The diversity to simplify complexities. Working together since 2004, we each bring our own wealth of knowledge and education to create and customize solutions.
The background and credentials for excellence in planning and service. John has an M.B.A. from The University of Memphis and is a Certified Exit Planning Advisor (C.E.P.A.). These credentials coupled with his personal experience as a business owner places him in a unique position to help business owners better understand their exit planning options. Doug is a Certified Financial Planner® professional. The CFP(r) designation is recognized as one of the highest professional standards in personal financial planning. Keri’s background includes work in public accounting, private banking and trust management/administration.