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

Gary-Cropped

Gary Shaw

Vice President
Financial Consultant

Doug-Cropped

Doug Burleson

Financial Consultant

John-Cropped

John Dotson

Financial Consultant

Toni-Cropped

Toni Selph

Financial Consultant

Chris-Cropped

Chris Beard

Financial Consultant

Jean Haas

Financial Consultant

James Wiginton

Financial Consultant

Christie-Cropped

Christie Reed

Financial Consultant

Ibsen Crespo

Financial Consultant

Jeff Rimer

Financial Consultant

Service Team

Donna-Cropped

Donna Moore

Director of Operations

Taylor Allen

Office Manager

Jordan-Cropped

Jordan Long

Operations Associate

Erinn-Cropped

Erinn Peters

Client Service Manager

Natalie-Cropped

Natalie Burns

Client Service Manager

Nancy-Cropped

Nancy Frederick

Client Service Manager

Elyse Barnett

Receptionist

Kim-Cropped

Kim Fisher

Receptionist