FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Our Team

Advisors

Beth Courtney

Beth Courtney

Owner/Wealth Advisor

Jim Herzog

Jim Herzog

Financial Advisor

Clint Braswell

Clint Braswell

Financial Advisor

Sandy Myers

Sandy Myers

Financial Advisor

Andres Yepes

Andres Yepes

Independent Wealth Advisor

Rosita Cotton

Rosita Cotton

Financial Advisor

Bill Drexler

Bill Drexler

Financial Advisor

Derek Sichler

Derek Sichler

Financial Advisor

Support Team

Judie Devitt

Judie Devitt

Administrative Assistant

Suzanne Herzog

Suzanne Herzog

Administrative Assistant

Kim Wheeler

Kim Wheeler

Marketing and Database Strategist

Mickey Roberts

Mickey Roberts

Sales Assistant

Rick Bedford

Rick Bedford

Data and Analytics Assistant

Richard Myers

Richard Myers

Assistant