Our advisors

Catherine Heath

MBA, CFP®, BFA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Catherine Heath Visit Catherine Heath's website

Russel L Phelps

MSFP, CFP®, CDFA®, APMA, AWMA℠, MPAS

Private Wealth Advisor

Certified Divorce Financial Analyst
Learn more about Russel L Phelps Visit Russel L Phelps's website


Our team

Iris Baucom

Iris Baucom

Financial Planning Specialist

Personal Intro

I'm happily married to my husband Terry and have two sons and a daughter-in-law. I enjoy vacationing with my family and working out at the gym.

Qualifications

  • Chartered Retirement Planning CounselorSM

Roles & Responsibilities

  • Iris is responsible for Financial Plan Development, Client Meeting Preparation, Client and Portfolio Rebalance Analysis.
  • She handles Quarterly Managed Account Investment Data Gathering for Advisor Review, Year End Capital Gain/Loss Analysis
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Melissa Castillo

Melissa Castillo

Client Service Specialist

Personal Intro

My husband and I have two adorable children who keep us busy. I enjoy taking family adventures, baking, art, and music.

Roles & Responsibilities

  • Melissa handles our Social Media Platforms, Websites, Client Events, Community Engagement, Seminars, and Webinars.
  • She is usually the first voice you hear on the other end when calling the office, and also assists with client relationship support.
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Jeremy Heath

Jeremy Heath

Financial Planning Assistant

Samantha Williams

Samantha Williams

Client Service Coordinator