With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Carmen Lance

Financial Advisor

Visit Carmen Lance's website


Team

Gayle Horton

Gayle Horton

Paraplanner

Roles & Responsibilities

  • Stock Trades
  • Account Inquiries and Changes
  • Meeting Follow-up
  • Client Interactions
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Jordan Hogsed Mixon

Jordan Hogsed Mixon

Office Manager

Roles & Responsibilities

  • Account Inquiries and Updates
  • Calendar Scheduling
  • Client Profile Updates
  • Account Contributions and Distributions
  • Advertising
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