We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Congratulations to Brad Dantzler on achieving membership in the 2014 Chairman's Council.
Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.