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.



Our advisors

Eddie McNeal

CFP®, CRPC, CKA®, 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 Washington

Wendy Washington

Operations Specialist

Anna Grace Burton

Anna Grace Burton

Paraplanner

Elise Ball

Elise Ball

Client Relationship Manager

Maegan Stead

Maegan Stead

Client Service Specialist