Our Team

Our staff consists of experienced professionals who take a hands-on and educational approach to financial planning. Our team members are knowledgeable, caring individuals who strive to help clients pursue their dreams.

Advisory Team

Charlotte-Cropped

Charlotte Shaw, OSJ

President
Financial Consultant

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Gary Shaw

Vice President
Financial Consultant

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Doug Burleson

Financial Consultant

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Chris Beard

Financial Consultant

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John Dotson

Financial Consultant

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Toni Selph

Financial Consultant

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Brett Williams

Financial Consultant

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Jeff Rimer

Financial Consultant

Service Team

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Donna Moore

Director of Operations

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LeAnn Tucker

Client Service Manager

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Jordan Long

Operations Associate

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Erinn Peters

Client Service Manager

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Christie Reed

Business Development Specialist

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Nancy Frederick

Client Service Manager

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Natalie Burns

Client Service Manager

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Kim Fisher

Receptionist

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James Wiginton

Client Service Consultant