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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

2026 Tax Law Changes

2026 Tax Law Changes

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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What to Expect in Your First Year of Retirement

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
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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