Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Casey  Sullivan

Casey Sullivan, CFP®

Co-Founder November 21, 1962 - June 17, 2021

Marcus  Ashworth

Marcus Ashworth, CFP®, MBA

Managing Partner | Co- Founder

Jessica  Vickery

Jessica Vickery, FPQP™

Managing Partner | Chief Compliance Officer

Beau H.  Davis

Beau H. Davis, CFP®, CIMA®

Senior Partner | Wealth Advisor

Mitch  Smith

Mitch Smith, CFP®, CIMA®

Senior Partner | Wealth Advisor

Scott  McQuilken

Scott McQuilken, AAMSTM

Senior Partner | Wealth Advisor

Vanessa  Patterson

Vanessa Patterson

Senior Planning Associate

Kevin Rainwater

Kevin Rainwater

Senior Partner | Wealth Advisor

Nicole Clement

Nicole Clement

Senior Planning Associate

Client Centered

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.