• Are you unsure how to leverage your retirement savings for the long haul?

  • Is it time to start saving for your child’s college education?

  • Do you have strategies in place to help achieve your financial goals?

We are a team of independent financial advisors who apply a holistic perspective and take a personalized approach to financial planning and wealth management. By understanding your specific needs and desires, our team is able to design a plan that aligns with your personal values and financial objectives.​​​

MEET THE TEAM

AARON M. PUCKETT

MBA, CFP®

“I love being able to sit down with someone, get to really know them, and help them to plan accordingly.”

DEBORAH A. WILLIAMS

CFP®

“It’s amazing to get to work with someone over a span of twenty years and watch them pursue the financial plans we’ve helped them to implement.”

DAVID A. HEMLER

MS, CFP®

“We help our clients take a disciplined approach to their finances which results in the pursuit of their dreams and things they didn’t think were possible.”

JACOB L. STURGILL

CFP®

“Each person is different and helping someone to make the choices that are best for them is what is most important.”

PAUL SORENSON

CFP®

“Getting to know each client individually and then helping them pursue their goals and passions is an incredible privilege.”

JACOB PUCKETT

MA, LPL FINANCIAL ADVISOR

“I am passionate about helping people and organizations grow and accomplish their goals.”

HOLLY N. PAYNE

CLIENT SERVICE SPECIALIST

“Every person who calls or visits us is important to me. Whether it’s someone I talk to all the time or someone I’m meeting for the first time.”

ROBIN COLE

CLIENT SERVICE SPECIALIST

“I understand the importance of being timely and efficient when working with our clients. We want to ensure that every client feels like they are being taken care of.”

DEBORAH L. ANDERSON

CLIENT SERVICE SPECIALIST

“We take pride in serving our clients and caring for our clients just like family.”

DAWN COMBS

CLIENT SERVICE SPECIALIST

“I love connecting and assisting our customers to form lasting relationships.”

GINA PUCKETT

CLIENT SERVICE SPECIALIST

“Life changes often and not always as expected. I enjoy staying connected to our clients, so we can help them navigate any and all of life’s changes.”

VOTED CARROLL COUNTY’S BEST INVESTMENT CENTER

OUR SERVICES

FINANCIAL PLANNING INVOLVES MANY ELEMENTS AND OUR RECOMMENDATIONS SEEK TO HELP YOU SAVE WISELY, INVEST DILIGENTLY, AND LIVE CONFIDENTLY.

We Seek to Help You Maximize Your Savings to Create Lasting Retirement Income

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We Help You Understand Choices for College Education Funding

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We Help You Devise a Plan for Those Who Matter Most

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While You Plan for Your Business, We Help You Plan for Your Own Financial Future

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We Help You Mitigate Risk and Protect What You Have

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We Strive to Help You Produce the Same Results but with Less Taxes

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Download Our Retirement Planning Guide E-Book

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2022 OUTLOOK

SCHEDULE A FREE CONSULTATION

    FREE INSIGHTS FROM THE P&S TEAM

    Know What You Are Worth Today to Map Out Your Financial Future

    It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan and live with financial independence. To figure out your net

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    How to Prepare for Retirement

    Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving

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    The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.