Jason L. Peeples
MSFS, CFP®, Financial Planner
Managing Partner
Our Planners
Click below to learn more about each of our planners.
Richard A. Jones
CFP®, CEPA, Financial Planner
Managing Partner
J. Randolph Flatt
CLU®, AEP®, Financial Planner
Partner
Beau Goss
Advisor
Our Team
Donna Berry
Assistant to Jason Peeples
Holly Berry
Paraplanner
LeAnn Vaughn
Assistant to Rich Jones
Susan Shorter
Office Manager
Bryan Powell
CFP®, Director of Planning
Lane Schroder
Director of Advisor Services
Janet Baker
Client Service Representative
Jacob Peeples
Planning Administrative Coordinator