We are dedicated to serving as your trusted financial advisor. Our commitment is to provide guidance that empowers you to make well-informed decisions about all aspects of your financial present and future.

From conceptualization to implementation, we are your primary point of contact, guiding you along the right path. Money is a universal experience, yet each of us interacts with it differently.

Similar to how teachers adapt their style to cater to individual needs, we are here to simplify the complexity, eliminate any distractions, and lead you to prosperity in this lifelong journey of learning.

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• David Fountain, CFP®: With more than 30 years in the industry, David has extensive experience directing clients toward their financial goals. He values the client relationship and takes time to fully understand each family’s unique situation. His active community involvement demonstrates his commitment and care for the people around him.

• Sandee Fricks, CFP®:  Sandee enjoys helping clients see the potential for reaching their financial goals. Sometimes small changes make a big difference in the long term outlook of a financial plan. She and her husband have taught financial literacy classes at their church and support several international missions. 

• Carolyn Flournoy, CFP®:  A financial planner with more than 20 years in the industry, Carolyn values the relationships she develops with clients. She spends many hours preparing detailed plans to meet the specific needs of each family she works with. She grew up in Forsyth county and enjoys spending time outdoors, reading, and visiting with friends and family.

• Brett Richards, CFA:  Brett’s strong background in managing investments brings a deep expertise to our team. With more than 15 years of experience managing investments for individuals and trusts, he specializes in wealth planning for high net worth clients. Brett is active in his church where he serves as a small group leader. He enjoys volunteering with many organizations, playing golf, snow skiing, and spending time with his two sons.

• Heather Gray:  Strengthening client relationships is the central focus of Heather’s role. She has a variety of experience from commercial photography to academia to providing client services at Morgan Stanley. With an eye for creativity, she brings a fresh approach to client engagement. Outside of work she enjoys her two daughters, and plays pickleball, golf, tennis and snow skiing.

• Kimmie Foodman, MBA: Kim’s organizational skills cannot be overstated. Her background in architectural design has given her a keen eye for the finer details. Her impact on firm operations helps to ensure unparalleled service to our clients. She enjoys spending time with her family, travel, and trying new restaurants in our area.

• Jake McTyre: Jake works hard everyday to ensure each client receives the services they need. Whether opening an account, taking a distribution, or asking a question about their finances, Jake takes the time to provide the details they need. After work, he spends time as a small group leader with YoungLife. He also enjoys being outdoors and watching UGA football.

• Joey Hampton: As a candidate for CFP® certification, Joey spends extra time working with new clients to understand their financial goals and objectives. He works closely with our financial planners to provide the support in preparing the detailed plans our firm is known for. In his free time, Joey enjoys spending time with family and friends, traveling, and watching UGA football.
  

Recognizing the distinct financial needs of each individual, we've carefully assembled a wide array of services, such as:

• Comprehensive Financial Planning
• Fee-Only Financial Advisor: Unbiased Financial Guidance
• Fiduciary Service and Wealth Management
• Retirement Planning
• Investment Management
• Estate Planning

Our guiding principle, forming the foundation of each service we offer, is simple yet powerful:

"Working Together For Your Future."

1. Analysis & Evaluation: Your financial journey begins with us gaining a profound understanding of where you currently stand, your aspirations, and any reservations you might have.
2. Present Recommendations: Drawing from our comprehensive assessment, we create tailored financial blueprints specifically catered to your needs.
3. Implement Recommendations: Once you're confident and aligned with the direction, we act decisively to implement the proposed strategies.
4. Monitor Progress: Our commitment goes beyond just setting up a plan. We perpetually review and refine, ensuring we stay aligned with your evolving circumstances and the broader economic environment.

Making sense of the financial world requires both seasoned expertise and a sharp eye. Our dedicated team, with their years of accumulated wisdom, makes sure your investments aren't just safeguarded but are also positioned for growth, even when the markets are unpredictable. Especially when it comes to essentials like 401ks and IRAs, our focus is on steering you towards a retirement that's not only stable but also prosperous.