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RECENT NEWS

The Life I Never Would Have Planned

I have occasionally wondered what my life would have looked like if everything had gone according to plan. The problem…

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Bowlin's Alley

By: Dr. Lyle Bowlin

Grateful for What Didn’t Go as Planned

When I graduated from Southeastern University, I had a plan. Like many young soon-to-be graduates entering the workforce, I had…

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Contrary To Commentary

By: Chris Hammond

As Summer Turns to Fall (Is it football season yet?)

As another summer comes to a close and football season returns, many of us look forward to familiar traditions. For…

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The QC

By: Matthew Albritton


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Troy Garcia

CFP®
Vice President
Financial Advisor

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

Our Team

Is ready to serve you and your family

Providing financial planning solutions to you and your family today

for your tomorrow.  Schedule an appointment at your convenience.