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.”

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, AAMS

MA, AAMS, CFP®

“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.”

MICHELLE GANJON

CLIENT SERVICE SPECIALIST

"I enjoy interacting with clients, and I'm passionate about continuing to grow my financial services knowledge."