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Guidance.
With.
Heart.

What makes us different from other financial planning firms? It starts with our amazing team of advisors.

Meet the team

Our team is fully committed to delivering exceptional service by truly listening to our clients, understanding their unique needs, and guiding them with clarity and care every step of the way.

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Don Meyer

President, Co-Founder, & Investment Advisor Representative

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Cory Carlton

CEO, Co-Founder, & Investment Advisor Representative

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Raphael Cannon

Insurance Agent

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Jason Crooks

Insurance Agent

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Karol Edmunds

Insurance Agent

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David Farmer

Insurance Agent

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Chelle Jako

Insurance Agent

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Suzanne Johnson

Insurance Agent

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Alisha McFarland

Insurance Agent

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Trofim Meyer

Insurance Agent

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Ben Mowry

Insurance Agent

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Neal Parrish

Insurance Agent & Investment Advisor Representative

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Suzanne Page

Insurance Agent

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Jeff Richardson

Insurance Agent

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Lynn Richardson

Insurance Agent

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Jenny Richardson

Insurance Agent

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Susan Pruitt

Insurance Agent

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Matt Vysoky

Insurance Agent & Investment Advisor Representative

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Carrie Barrow

Director of Agent Appointment

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Jessica Crooks

Agent Support