Meet Our Team Below

Let's Win Together

Our Planners

Click below to learn more about each of our planners.

Jason L. Peeples

MSFS, CFP®, Financial Planner

Managing Partner

Richard A. Jones

CFP®, CEPA, Financial Planner

Managing Partner

J. Randolph Flatt

CLU®, AEP®, Financial Planner


Beau Goss

AAMS®, Financial Planner

Our Team

Donna Berry

Assistant to Jason Peeples

Holly Berry

Planning Coordinator

LeAnn Vaughn

Assistant to Rich Jones

Susan Shorter

Office Manager

Bryan Powell

CFP®, Director of Planning

Lane Schroder

Director of Advisor Services

Janet Baker

Assistant to J. Randolph Flatt

Jacob Peeples

Planning Administrative Coordinator

Client Relationship Summary