Broker Check

Our Staff 

Kevin Smith

Kevin Smith

Financial Advisor

Brent Nussbaumer

Brent Nussbaumer

Financial Advisor

Bailey Martin, CLU

Bailey Martin, CLU

Financial Advisor

Michael “Mickey” Toms

Michael “Mickey” Toms

Registered Representative

Retirement Plan Services

Jo Dee Wright

Jo Dee Wright

Financial Advisor

Collin James

Collin James

Registered Representative

Jack Smith

Jack Smith

Registered Representative

Donna Rye

Donna Rye

Client Service Specialist

Jack Story

Jack Story

Registered Representative

Group Plan Services

Shan Smith

Shan Smith

Benefits Consultant

Brian Shirk

Brian Shirk

Benefits Consultant

Ben Goolsby

Ben Goolsby

Benefits Consultant

Judy Key

Judy Key

Client Services Specialist

Staff

Carol Walker

Carol Walker

Office Manager

Melinda Denney

Melinda Denney

Client Services Specialist

Laurie Vinson

Laurie Vinson

Registered Representative

Emma McWhirter

Emma McWhirter

Client Services Specialist

Maggie Smith

Maggie Smith

Director of Marketing and Client Relations

Sarah Bryant

Sarah Bryant

Client Services Specialist

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.