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About Our Team

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Tax & Financial Guidance

We are CPA's

We are Financial Advisors

Tax Smart Investing

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Meet Your Financial Advising Team

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Terry Whiddon

Terry S. Whiddon, CPA

Financial Advisor

Ryan Harkey

Ryan C. Harkey, CPA

Financial Advisor

Jeannie Darcey

Jeannie Darcey

Wealth Management Administrator

Resources
Redefining Financial Education

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.
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Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Let's Get Started

The better we understand your needs and goals, the better we can help you strategize for the future. It all starts with listening, and we’d like to listen to you.

Get Started Today