Our Team
Wade McMinn
Partner
Mike Estes
Partner
Brian Cook
Partner
Emily Mullins
Director of Client Services
Jamie Hinson
Financial Advisor
Mary McMinn
Client Service Representative
Mike Dunn
Financial Advisor
Tony Youssefi
Financial Advisor
Matt Moser, ChSNC, MBA
Financial Planner
Steve Hale, EA, CFP®
Registered Principal
Hugh Atkinson
Registered Representative
Janet Hutton
Administrative Assistant
Dale Underwood
Administrative Assistant
John C. Wooten
Financial Advisor
Jennifer Wooten
Practice Manager for John Wooten
Sean Vereen
Financial Advisor
Matt Casey
Director of Operations
Bob Vereen