Jason Cummings, RFC®
Sr. Director | SmartVestor
Scott R. Marion, CFF
Wealth Advisor
Russell Bloodworth
Director | SmartVestor
Nancy Elliott
Insurance Specialist
Trevon Graham
Associate Director
Kate Belcher
Senior Associate
Client Centered
Whether you are investing to build wealth, trying to protect your family's future, or want to preserve your assets, our personalized service focuses on 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 for today and for many years to come. We look forward to working with you.