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.