About Us

Purpose Meets Plan

Our firm is dedicated to delivering the right resources at the right time. Our customer-centered approach ensures we work alongside you, applying proven strategies and methodologies to drive real, measurable results.

We believe in a hands-on partnership—embedding ourselves in your journey to create meaningful value and lasting impact. Our mission is to deliver sustained outcomes by aligning our expertise with your goals, ensuring every step we take together leads to success.

Our Trusted Partners.

Our Team Members

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Kimberlee Garris

Senior Consultant

Novella Shrader

Mortgage Advisor

Winfred Locklear

Consulting Lawyer

Kayleen Colbert

Investment Advisor

Alexia Galvez

Trainee Consultant