David has been working with individuals and businesses in the area for 21 years. He has extensive personal and professional experience. He holds the Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP® )...

Eric L Culpepper - has extensive experience in managing client portfolios. He contributes his personal success to being detailed, organized and customer centrist. He worked several years as a Major Account Executive with Xerox...

Having extensive experience as both a college consultant and a life coach, Mary Ann Newbill is uniquely qualified to advise and support students and families through the college process. Credentials and Memberships: Licensed...