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THE EXCHANGE

RECENT NEWS

When Will They Turn On The Lights?

Bull markets are exciting. Stocks rise, optimism builds, and strong returns can make investing feel easy. But markets rarely announce…

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Dividend Growth Portfolio

By: Chris Hammond

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


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.