Our Team

Team photo

For several years, we have been working collaboratively to serve our clients while building a strong, customer-centered support team. It’s been a great partnership that signifies an even deeper commitment to guide and advise our clients for many years to come.

 

Jacqueline Fish , CFP®, ChFC®, CLU®

Partner

Office 704-442-4410


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Jennie D Derby , CFP®, CLU®, ChFC®, CLTC®

Partner

Office 704-442-4410


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William K Bailey , CFA®, CPA

Chief Operating Officer

Office 704-442-4410


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Catherine Batson

Associate Wealth Management Advisor

Office 704-442-4410


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Jennifer Cothern

Associate Financial Representative

Office 704-442-4410


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Myles P Allingham

Client Service Manager

Mobile 703-309-0706


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Craig Murden , MBA

Financial Advisor

Office 704-365-2014


Mobile 704-808-0924


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