Our Qualifications

Our associates have many years of experience in all aspects of the financial industry.

Our Advisors have extensive personal and professional experience and each are very instrumental in the support of our local community.  They volunteer and donate their time and support to several local organizations, including:

 

Valdosta-Lowndes County Chamber of Commerce

Community Foundation of South Georgia

Valdosta State University

Valwood School

South Georgia Regional Library

Valdosta Symphony

Annette Howell Turner Center for the Arts

Boys & Girls Club of Valdosta

Salvation Army

Valdosta North Rotary

A Good Name

Lowndes County Sheriff's Office

 

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your investments.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to help you with your investments.

We’re looking forward to using our experience to help you pursue your financial goals.