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

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