We have an extremely talented and competent team of experienced financial professionals who have the minds of businesspeople and the hearts of social workers. We are motivated to keep current with planning strategies and new investment ideas. Our service model is efficient and comprehensive, allowing for the flexibility to address each client’s unique situation. Our long-term relationships are built on careful attention to each person and establishing a high level of trust so that our clients can focus on their lifetime priorities.

Our advisors

Stuart Mackenzie

CFP®, CRPC™, CLTC®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Stuart Mackenzie Visit Stuart Mackenzie's website

Steve Rawson

Financial Advisor

Learn more about Steve Rawson Visit Steve Rawson's website

Wendy Thomas

Financial Advisor

Learn more about Wendy Thomas Visit Wendy Thomas's website


Our team

Regina Parks

Regina Parks

Paraplanner

Qualifications

  • Mississippi State University - Bachelor of Business / Accounting
  • Series 7 Securities License
  • MS Life and Health Insurance License
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Kim MacKenzie

Kim MacKenzie

Assistant

Qualifications

  • Mississippi State University - Bachelor of Marketing
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Virginia Roby

Virginia Roby

Client Relationship Manager

Qualifications

  • Mississippi State University - B.S. Education
  • University of Mississippi - MA Education
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Sheridan Mitchell

Sheridan Mitchell

Paraplanner

Qualifications

  • Mississippi State University, Bachelors of History
  • Mississippi State University, Masters of Clinical Psychology
  • Series 7 Securities License
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Leslie Grantham

Leslie Grantham

Client Service Manager

Qualifications

  • B.A. Mississippi State University, 1993
  • Associate of Risk Management
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Austin Parker

Austin Parker

Client Service Coordinator

Qualifications

  • BA Mississippi State University, 2019

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