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Our Team
Wade R. Marcy, CRPC™
President & Co-Founder
Chief Financial Planner
Managing Partner
Ben Treece
Investment Advisor
Financial Advisor
Bio Coming Soon
Matt Hertig
VP of Business Solutions
Financial Advisor
Get To Know Matt
Kevin Fuqua
Director
Retirement Income Specialist
Financial Professional
Get To Know Kevin
Chris Prudent
Associate
Insurance Specialist
Bio Coming Soon
George Danusis
Associate
Certified Financial Coach
Bio Coming Soon
Kara Ramey
Associate
Insurance Specialist
Bio Coming Soon
Natalie Jordan
Associate
Insurance Specialist
Bio Coming Soon
Tatum Rutherford
Associate Representative
Public Relations
Bio Coming Soon
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