Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Jeff Demouy

Jeff Demouy

Registered Representative

Mindy De St Germain

Mindy De St Germain

Recruiting Director

Joseph Dzwonkowski

Joseph Dzwonkowski

Financial Representative

Caresse Fincher

Caresse H. Fincher

Managing Director

Timothy Heath

Timothy Heath

Managing Director

Charles Holloway

Charles Holloway

Financial Representative

Shannon  Jackson

Shannon Jackson

Receptionist/New Business Administrator

Jeff Smith

Jeff Smith

Financial Representative

Boyd Thames

Boyd M. Thames

Financial Representative

Kelly Woody

Kelly Woody

Office Manager

Jon Zimlich

Jon Zimlich, CFP®

Investment Specialist

Caleb  Reed

Caleb Reed

Financial Representative

Cason Smith

Cason Smith

Financial Representative

Gary Raymond

Gary Raymond

Financial Representative, MSM

Justin Law

Justin Law

Financial Representative, MBA

Robin Fly

Robin Fly

Financial Representative

Stewart  Davis

Stewart Davis

General Agent, CLU

Taylor Roussel

Taylor Roussel

Disability Income Specialist

Tommy Graham

Tommy Graham

Financial Representative