Meet Your Team
Financial Planners in All Locations
Troubleshooting Mr. Fix-it
Financial acumen is just one side of Bill. Another shines when he’s working on an car restoration or emergency repair. But he’ll gladly go fishing or hunting, too.
No surprise that Manning is a golfer. He was, after all, born in one of golf’s most hallowed towns: Augusta. What else is in his bag? Community service in Lexington.
Former PGA Tour Caddy
Allen is a multi-talented planner. His financial expertise is rounded out by stints as a PGA Tour caddy and quarterbacking actor in the football movie, The Program.
Ever known anyone with a brokerage account in high school? Now you do. As far back as his early teens, Jason had a real knack for saving and building relationships.
Customer Minded From Day One
John cut his customer service teeth at his first job: Carowinds Amusement Park. These days, he is still helping kids and families, now as a Boy Scout volunteer.
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Disclaimer: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
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