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Our Team
James Walker
President
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Brooks Monypeny
Financial Advisor
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Charles Hardee
Financial Advisor
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Guy Loftin
Financial Advisor
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Michael Agee J.D.
Financial Advisor
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Samuel Humphreys
Financial Advisor
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Staci Jackson
Financial Advisor
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Thomas Christenbury
Financial Advisor
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George Coleman
Investment Broker
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Audrey Liles
Sales Assistant
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Melissa Coleman
Sales Assistant
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Discover Your Strategy. Experience Freedom.
Our team is dedicated to hearing your plans for the future & building a strategic plan that supports it.
begin your journey today