Meet Your Support...

Credentials:
Bio:

Alisha Wright

Social Security Expert,
Investment Manager,
Team Advisor

Erica Hall

Head Planner,
Long-Term Care Expert,
Team Advisor

Todd Hall

Retirement Strategy Coordinator

Joanne Black

Client Care Manager

Credentials:
Bio:

Tony Parish CFA®, CQF

Chief Investment Officer

Laura Furner

Chief Operating Officer

Dan Lantz

Chief Compliance Officer

Anitra Cassas

General Counsel

Credentials:
Bio:

Parks Barnhardt, CFA®

Senior Investment Strategist

Morgan Hornacek

Advisor Services Associate - Relationship Management

Andrea Purcell

Investment Securities Trader

Patrick Muldowney

Investment Securities Trader

Credentials:
Bio:

See All Of Our Licenses!Click Here To Learn About Our Licenses...

ADV's

What Is It? Form ADV is a regulatory filing that discloses an investment advisor's business practices, services, fees, and disciplinary history.

Yes, We're Fiduciaries!

If it’s not in your best interest, we don’t do it.

We are legally and ethically required to act in your best interest, always.

That means no hidden agendas, no product-driven recommendations, and no compromises when it comes to your plan.

Our Strategic Partners

Expert connections to enhance your retirement education and planning experience

Education Partner

An online professional education platform offering live and on-demand CPE webinars, educational courses, and industry insights to help us maintain licenses and expand our expertise. The platform connects us with industry experts and educational content covering a wide range of technical and professional topics.

Financial Product Partner

An independent marketing organization that partners with us to provide access to insurance products, annuities, business development resources, and practice management support. FIG also offers training, case design assistance, and marketing solutions to help us expand our business and better serve you.

Planning Partner

An insurance program designed specifically for CPAs, offering life, disability, professional liability, and other coverage options to help protect individuals, families, and professional practices. The program provides access to specialized insurance solutions tailored to the unique needs of accounting professionals.

Wealth Management Partner

A wealth management and investment platform that provides portfolio management, investment solutions, operational support, and technology resources to help us grow our practices. Its platform is designed to simplify investment management while enhancing operational efficiency and client service.

Planning Partner

A tax planning software platform that helps us efficiently analyze tax returns, identify planning opportunities, and deliver more proactive, tax-focused financial advice. The platform streamlines tax analysis, improves planning efficiency, and helps us uncover strategies that can add value for you.

Software Partner

A comprehensive financial planning platform that enables us to create personalized financial plans, securely aggregate client data, and enhance client engagement through collaborative planning tools. Its technology helps us deliver a more connected, transparent, and holistic planning experience.

Custodian Partner

A leading financial services firm offering brokerage, banking, wealth management, retirement planning, and investment solutions for us to better help you. Schwab also provides educational resources, digital tools, and personalized guidance to help you achieve your financial goals.

Private Investment Partner

A global alternative asset management firm that provides investment solutions across private equity, real estate, credit, infrastructure, and hedge fund strategies. The firm serves us with a focus on long-term value creation and portfolio diversification so we can better help you.