Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Kevin Childress

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kevin Childress Visit Kevin Childress's website

Christopher A Wysong

CFP®, APMA

Financial Advisor

Practice Manager
Learn more about Christopher A Wysong Visit Christopher A Wysong's website


Our team

Mary Kay Flege

Mary Kay Flege

Client Relationship Manager

David Franklin

David Franklin

Assistant