Madison Office

Meet Our Team

Beth Pearson

Beth Pearson

Operations & Compliance Associate

Jennifer Stewart, CFP®

Jennifer Stewart, CFP®

Owner/President Financial Advisor

Joel Greenway

Joel Greenway

Financial Advisor

Joey Lancaster, CFP®

Joey Lancaster, CFP®

Financial Advisor

John Hayes

John Hayes

Chief Compliance Officer

Laurie Fortson

Laurie Fortson

Director of Accounting

Mary Clark Lack, CWS®

Mary Clark Lack, CWS®

Client Services Coordinator