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Meet the Team

Meet the Team

At our firm, we have the client—and only the client—in mind.

Jason  Rucker

Jason Rucker, CFP®*

Senior Wealth Advisor & Founding Partner

J. Brandon  Clarke

J. Brandon Clarke, MSFP®, ChFC®

Senior Wealth Advisor, Director of Planning Services & Partner

Nelson  Lewis*

Nelson Lewis*

Financial Professional

Olivia Williams

Olivia Williams

Financial Planning Specialist

Toni McClanahan

Toni McClanahan

Client Relations Specialist

Amy  Boeru

Amy Boeru

Client Relations Associate

Spencer Pyles

Spencer Pyles

Retirement Plan Administrator

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.