About Our Team

About Our Team .

Our team has been handpicked to provide the very best financial expertise and guidance for our clients. Between us, we offer half a century of wealth advising experience and specialty. We pride ourselves on our high level of 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

Tage Clifford

401(k) Specialist/Investment Advisor

Michael Bartholomew

CPA/Wealth Advisor

Samantha Chipman

401(k) Service Manager

Jeremy Dopp

Fiduciary Advisor