OUR TEAM

Meet the experienced, service-minded professionals eager to help craft a pathway to your ideal retirement.

Marcus Dickerson

Accredited Asset Management Specialist® (AAMS®)

Jason Dickerson

Accredited Investment Fiduciary (AIF®),

Accredited Wealth Management Advisor (AWMA®)

Denise Ellis

Financial Services Associate

Rebecca Gardiner

Wealth Management Assistant

Kelsey Perkins

Wealth Management Assistant

Ready to take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at (409) 234-8546.

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