Broker Check

The Team

Jason Cummings, RFC®

Sr. Director | SmartVestor

Russell Bloodworth

Director | SmartVestor

Nancy Elliott

Insurance Specialist

Trevon Graham

Associate Director

Kate Belcher

Senior Associate

Client Centered

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.