strategic advisory services

Our Team

James Walker
President
Brooks Monypeny
Financial Advisor
Charles Hardee
Financial Advisor
Guy Loftin
Financial Advisor
Michael Agee J.D.
Financial Advisor
Samuel Humphreys
Financial Advisor
Staci Jackson
Financial Advisor
Thomas Christenbury
Financial Advisor
George Coleman
Investment Broker
Audrey Liles
Sales Assistant
Melissa Coleman
Sales Assistant
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