Wealth Management as It Should Be
We are dedicated to providing investment management and strategic wealth planning that is right for you.
Our objective is to take all the pieces of your financial plan and put them in place.
Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the SmartMethod, helps you pursue your financial independence.
A More Personal Approach to Financial Planning
No two retirement plans, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.
And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.
Our Team’s Difference
Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.
Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.
Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.
Our Team
George Lollis, CEFEX Analyst®, AIFA®, CWS®, C(k)P®
Managing Partner
Chris White, CFP®, AIF®
Managing Partner
Casey Waits
Managing Partner
Brian Fees, CFP®, AIF®
Managing Partner
Dana Kenney
Client Service Specialist
Deanna Whisenant
Client Service Specialist
Courtney Welfel
Client Service Specialist
