About Our Team

About Our Team .

Our team has been handpicked to provide financial guidance for our clients. Between us, we offer half a century of wealth advising experience and specialty. We pride ourselves on our personalized customer service. For us, your financial success isn’t just our business.  It’s our passion.

Kristi Bartholomew

President/Owner

Jennifer Averett

Insurance Service Manager

Hailey Bartholomew

Retirement Plan Account Administrator

Tyler Woodbrey, CFP®

Certified Financial Planner™

Isaac Bartholomew

Financial Advisor

Lori DeMille

Insurance Service Specialist

Anna Whitman

Administrative Assistant