About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

Malon Wickham

Managing Director

Cindy Lawrimore

Senior Registered Account Administrator

Judy Whitley

Senior Account Administrator

Elliott J Coleman IV

Financial Advisor