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Our Team

Not your typical financial advisor team.

Our Mission Statement

To provide wise, knowledgeable counsel through trusted advisors in order for our clients to realize their God-given financial purpose in their lives and to assist them in leaving a legacy for generations to come.

Casey Cochran

Kelli Conley

Carmen Griffin

Erin Holland

Scott Inman

Kimmy James

Tim Key, Financial Advisor

Tim Key

Mona Khairi

Alisha Macom

Marc Osorio

Abby Shrewsbury

Sean Shrewsbury

Caleb Stafford

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