OUR BEST WORK for your best life.

Planning life to the fullest.

The goal of any wealth plan should be to put you in the best possible position to enjoy life to the fullest. That’s why we do our best to build plans that are more than strategically sound, they’re also thoroughly personal – shaped as much by your needs and goals as they are by our own financial expertise.

As wealth advisors, we possess the skill, the experience and the resources, but it’s you who determines how we use them. Your situation guides our recommendations, your goals drive our efforts, and, as we help you reach each milestone, you decide what’s next.

Years from now, we want you to feel confident in the knowledge that you’re getting the most out of life. And we want to be able to say we helped you get there.

OUR BEST WORK for your best life.

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Matt Lawson, CRPC^®

Managing Partner Branch Manager, RJFS

Bill Winchester, CRPC^®

Managing Partner Branch Manager, RJFS

Michael Schleger

Partner Financial Advisor, RJFS

Sara C. Pierce, CFP^® CLU^®

Partner Financial Advisor, RJFS

Clint Barfield

Senior Associate Financial Advisor, RJFS

Carl Greene

Senior Associate Financial Advisor, RJFS

Dan Norton

Associate Financial Advisor

Michael Cartwright, CFP^®

Senior Associate Financial Advisor, RJFS

Mitchell Jobe

Associate Financial Advisor

Mikey Feher

Associate Financial Advisor

Paul F. Jacobs Jr., CPA ChFC^®

Senior Associate, LWWM Investment Representative, RJFS

Alana Langford

Marketing and Client Relations

Stephanie Scoggins

Administrative Assistant

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

OUR BEST WORK for your best life.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Business Owners

Unique solutions for business owners and entrepreneurs.

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Corporate Executives

Helping you manage your financial success

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Endowments & Foundations

Delivering strategic solutions to support and sustain the mission...

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Families & Individuals

A pragmatic approach to wealth management

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Retirees

Nurturing wealth so you can live a longer, better life.

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The essence of investment management is the management of risks, not the management of returns.

Benjamin Graham

OUR BEST WORK for your best life.

OUR BEST WORK for your best life.

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Dynamic thinking makes a difference

OUR BEST WORK for your best life.

Visionary strategists aligned with you

Success belongs to a class of its own

Impeccable attention to every detail

Business Owners

Corporate Executives

Endowments & Foundations

Families & Individuals

Retirees

PLANNING LIFE TO THE FULLEST.