Team Members

A Powerful Partnership

The clients that work with us benefit from the collective wisdom of each member of our team, rather than the reputation of a single individual. Our team comes from diverse backgrounds but we are united by our commitment to serve our clients.

Michael Anderson, Financial Services Representative, Indianola, MS, (662) 887-3116

John Adams, Financial Services Representative, Gulfport, MS, (228) 863-2354

Darwin Beard, Managing Director, Financial Services Representative, Tupelo, MS, (662) 488-6683

Joel Bell, CFP®Director of Wealth Management, Oxford, MS, (662) 234-4554

Chad Boudreau, Financial Services Advisor, Shreveport, LA, (318) 489-1179

Tim Campbell, Financial Services Representative, Corinth, MS (662) 286-0072

W. Scott Cannon, LUTCF, CLTC, Financial Services Representative, Memphis, TN, (901) 746-6307

Robert Cornett, Financial Services Representative, Hattiesburg, MS, (601) 264-1911

Adam Crigger, Financial Services Representative, Memphis, TN, (901) 746-6351

Spencer Cultra, Financial Services Advisor, Memphis, TN, (901) 746-6324

Andrew David, Financial Services Representative, Memphis, TN, (901) 828-0525

Daniel Dennis, DIA, Vice President, Brokerage Director, Director of Disability Income Products, (901) 746-6333

Justin Elliott, Financial Services Advisor, Hattiesburg, MS, (601) 329-2060

Gerald Emerson, Financial Services Representative, Memphis, TN, (901) 746-6357

Brad Fair, Managing Associate, Financial Services Representative, Tupelo, MS, (662) 871-9791

Julius R. Flatt, CLU®, AEP®, CLTC, LUTCF, Financial Services Representative, Memphis, TN, (901) 746-6363

Walter Grant, ChFC®, CRPS®, AIF®, C(k)P®, CPFA®, CBFA®, Director of Retirement Plan Services, Financial Services Representative, Memphis, TN, (901) 746-6398

Robert Hall, Financial Services Representative, Tupelo, MS, Cell: (662) 687-1505, Office: (662) 842-8600

Geoff Knowlton, LUTCF, Financial Services Representative, Memphis, TN, (901) 746-6368

Milton Knowlton, CLU, ChFC, LUTCF, AEP®, CLTC, Financial Services Representative, Memphis, TN, (901) 746-6305

Bennett Lebowitz, Financial Services Advisor, Memphis, TN, (901) 746-6304

Johnny Leech, Managing Associate, Financial Services Representative, Tupelo, MS, (662) 322-2167

Blake McGowan, MD, Financial Services Representative, Little Rock, AR, (501) 503-5557

Andrea McMichael, Financial Services Representative, Houston, MS, (662) 213-4321

Ryan Montgomery, ChFC, CASL, Managing Director, Financial Services Representative, Memphis, TN, (901) 746-6397

Rachana Puri, Financial Services Representative, Ridgeland, MS, (601) 898-5714

Bruce Sartin, Financial Services Representative, Ridgeland, MS, (601) 932-2088

Jason Schultz, Financial Services Advisor, Jackson, TN, (731) 300-7035

Andy Shull, JD*, Director of Financial Planning, Oxford, MS, (662) 234-4554

Kermit Thames, Financial Services Representative, (601) 649-7194

Matt White, Financial Services Advisor, Little Rock, AR, (501) 743-8280

Walker Wellford III, CLU, Financial Services Representative, Memphis, TN, (901) 746-6361

Wesley Whitehead, Financial Services Representative, Ridgeland, MS (601) 898-5708

Benjamin Wright, LUTCF, Financial Services Representative, Memphis, TN, (901) 746-6301

 

Corey Acosta, Financial Services Representative, Memphis, TN, (901) 746-6370

Stanley Blue, Financial Services Representative, Memphis, TN, (901) 237-3760

Brandi Brassel, Financial Services Representative, Memphis, TN, (901) 746-6323

David Brunt, Financial Services Representative, Memphis, TN, (901) 746-6376

Todd Bryan, Financial Services Representative, Little Rock, AR, (501) 904-5005

Edgar Caldera, Financial Services Representative, Fayetteville, AR, (479) 319-6099

Charles Clark, Sales Manager, Financial Services Representative, Memphis, TN, (901) 746-6338

Charlotte Cooper, CLU, LUTCF, Financial Services Representative, Memphis, TN, (901) 752-1947

Noel David, Financial Services Representative, Memphis, TN, (901) 496-4423

Asif Dhodi, Financial Services Representative, Memphis, TN, (901) 746-6324

Joe Doss, Financial Services Representative, Memphis, TN, (901) 746-6327

Nick Drzyzga, Financial Services Representative, Memphis, TN, (901) 746-6377

Josh Grisham, Financial Services Representative, Tupelo, MS, (662) 791-9995

Cobb Hammond, Financial Services Representative, Memphis, TN (901) 746-6302

Callee Harris, Financial Services Representative, Memphis, TN, (901) 746-6313

Shane Harris, Financial Services Representative, Little Rock, AR, (501) 904-5005

Alex Hicks, Financial Services Representative, Little Rock, AR, (501) 904-5005

John Jordan, CPA, Financial Services Representative, Ridgeland, MS, (601) 898-5723

John Kaplon, Managing Director, Financial Services Representative, Little Rock, AR, (501) 503-5557

T. Scott Knowlton, LUTCF, CLTC, Financial Services Representative, Memphis, TN, (901) 746-6378

Cesalee Marbury, Managing Associate, Financial Services Representative, Memphis, TN, (901) 746-6365

Ken McClintock, Financial Services Representative, Memphis, TN, (901) 746-6340

John McDowell, CLTC, Financial Services Representative, Memphis, TN, (901) 757-9802

Aleksandr Pope, Financial Services Representative, Memphis, TN, (901) 746-6358

Gerald Sartin, Financial Services Representative, Ridgeland, MS, (601) 898-5660

Caesar Sellers, Financial Services Representative, Memphis, TN, (901) 746-6325

Tywanna Smith, Financial Services Representative, Tupelo, MS, (662) 801-1604

Ben Still, Financial Services Representative, Memphis, TN, (901) 746-6320

Michael Wurster, Financial Services Representative, Tupelo, MS, (662) 205-4805

Nicolas Zebley, Financial Services Representative, Memphis, TN, (901) 746-6314

 

Jerry I. Corless, CFP™, General Manager, Memphis, TN, (901) 746-6333

Claire Becker, Director of Operations, Agency Licensing Coordinator, Memphis, TN, (901) 746-6331

John Duffy, Director of Compliance, ASO, Financial Services Representative, Memphis, TN, (901) 746-6369

Derek Morris, Director of Finance, ASO, Financial Services Representative, Memphis, TN, (901) 746-6367

Michael Vinson, Recruiting Director, Memphis, TN, (901) 746-6383

Mindy Vinson, New Business Coordinator, ASO, Memphis, TN, (901) 746-6388

 

 

Learn more about our company and how we build financial plans. When you're ready to start your journey, contact us.