Broker Check

Our Staff

Kevin Smith

Kevin Smith

Financial Advisor

Bailey Martin

Bailey Martin

Financial Advisor

Brent Nussbaumer

Brent Nussbaumer

Financial Advisor

Michael “Mickey” Toms

Michael “Mickey” Toms

Registered Representative

Group Plan Services

Shan Smith

Shan Smith

Benefits Consultant

Brian Shirk

Brian Shirk

Benefits Consultant

Ben Goolsby

Ben Goolsby

Benefits Consultant

Brenda Grogan

Brenda Grogan

Benefits Consultant

Judy Key

Judy Key

Client Services Specialist

Shelby Majors*

Shelby Majors*

Benefits Consultant

Staff

Cricket Channell

Cricket Channell

Administrative Assistant

Carol Walker

Carol Walker

Office Manager

Melinda Denney

Melinda Denney

Client Services Specialist

Sherri Collins

Sherri Collins

Client Services Specialist

Maggie Smith

Maggie Smith

Director of Marketing and Client Relations

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.

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