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

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.

Call Now Button