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THE EXCHANGE

RECENT NEWS

May Market Momentum

Strong momentum that began in April carried through May, with major stock indexes continuing to climb to new highs. Despite…

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MarketMissive

By: Keith Albritton

The Human Edge in an AI World

Each quarter, we try to use this space to talk about what’s changing, what matters, and how we’re thinking about…

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The QC

By: Matthew Albritton

Publix Q1 2026 Update

After two straight quarterly stock price declines, Publix shareholders received some better news this quarter. Effective May 1, 2026, Publix…

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Quarterly Checkout

By: Troy Garcia


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.