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.

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Team photo

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Our advisors

Eddie McNeal

CFP®, CRPC, CMFA®

Private Wealth Advisor

Certified Military Financial Advisor®
Learn more about Eddie McNeal

Carrie-Beth Randall

CFP®, CDFA®, CKA®

Private Wealth Advisor

Learn more about Carrie-Beth Randall


Our team

Wendy W. Griggs

Wendy W. Griggs

Operations Specialist

Anna Grace Burton

Anna Grace Burton

Paraplanner

Elise Ball

Elise Ball

Client Relationship Manager

Maegan Stead

Maegan Stead

Client Service Specialist

Andrew Sessions

Andrew Sessions

Intern

Hannah Daniels

Hannah Daniels

Intern