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

Paige Joyner

CFP®, APMA, CMFA®

Financial Advisor

Learn more about Paige Joyner Visit Paige Joyner's website

Scott Allen Stephens

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Allen Stephens Visit Scott Allen Stephens's website


Our team

Mark Gooding

Mark Gooding

Paraplanner

Katherine Mitchell

Katherine Mitchell

Client Service Coordinator

Renee Winberry

Administrative Assistant