Employee Spotlight-Colton Tickle

Colton recently joined us full-time as our newest Client Service Associate after completing our internship program.  Colton works directly with our clients, assisting them with account maintenance, including onboarding them to our Continuous Service and assisting our Advisors with financial…

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Teaching Your Kids About Money

What is one of the best gifts you can give your children? No, it is not the latest toy or electronic gadget, it’s teaching them sound personal finance skills. As a father of four kids, this is a gift I…

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Art of Making Money Plenty

The Art of Making Money Plenty

The Art of Making Money Plenty in every Man’s Pocket, by Doctor Benjamin Franklin hangs in my office.  It’s a frequent reminder of the simplicity of building wealth and security in today’s complex world.  The full text reads: At this…

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Employee Spotlight- Darian Billingsley

Meet Darian Billingsley—our newest Client Service Associate! Darian recently joined us full-time as our newest Client Service Associate after completing our internship program.  I knew early on that her ability to complete projects with tidy to-do lists and strong attention…

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