And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
You Deserve a unique Financial Strategy
Every individual is unique, and so should be your financial strategy. Given the diversity in careers, life paths, and goals, personalized financial advice is essential. We aim to simplify complex financial concepts and provide a level of service that is exceptional in the financial industry.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
Debt Stress
There’s a link between debt and stress.
Jeffrey Staley, CFP®, APMA™
Wealth Advisor
Jessica Woodard
Client Service Specialist
John Nixon
Wealth Advisor
Meghan Pettry
Practice Manager
Melodi Irving
Client Service Specialist