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


Jennifer Averett

Insurance Service Manager

Jeremy Dopp

Fiduciary Advisor

Hailey Bartholomew

Retirement Plan Account Administrator

Tyler Woodbrey

401(k) Specialist

William Bennett

401(k) Service Specialist

Isaac Bartholomew

401(k) Specialist

Lori DeMille

Insurance Service Specialist

Michael Graff

401(k) Specialist/Retirement Planner

Anna Whitman