Our Staff
Jack Turner, CLU, ChFC
Financial Advisor
Kevin Smith
Financial Advisor
Brent Nussbaumer
Financial Advisor
Bailey Martin, CLU
Financial Advisor
Michael “Mickey” Toms
Registered Representative
Retirement Plan Services
Jo Dee Wright
Financial Advisor
Collin James
Registered Representative
Jack Smith
Registered Representative
Donna Rye
Client Service Specialist
Jack Story
Registered Representative
Group Plan Services
Shan Smith
Benefits Consultant
Brian Shirk
Benefits Consultant
Ben Goolsby
Benefits Consultant
Judy Key
Client Services Specialist
Staff
Carol Walker
Office Manager
Melinda Denney
Client Services Specialist
Laurie Vinson
Registered Representative
Emma McWhirter
Client Services Specialist
Maggie Smith
Director of Marketing and Client Relations
Sarah Bryant
Client Services Specialist
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.