Financial guidance that fits your life

A real sense of comfort can come from working with a trusted financial team that has your best interest at heart. Building such a relationship begins with a friendly meeting and a casual conversation. Let’s talk about what’s important to you and your family. We’re right here in the community – and sure to make you feel right at home.


Brad Booth
Branch Manager, RJFS
Partner, BWM

Gary L. Booth, CFP®, CPA
Financial Advisor
Financial Consultant

Jonathan Booth, AAMS®
Financial Advisor
Investment Consultant


Ashley Rogers Gates
Administrative Assistant

Elly Brooke Williams
Office Assistant

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

A little something extra

Monroe has the oldest municipally owned transit system in America, created in 1906.