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®)

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Jason Dickerson

Accredited Investment Fiduciary (AIF®),

Accredited Wealth Management Advisor (AWMA®)

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Denise Ellis

Financial Services Associate

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Rebecca Gardiner

Wealth Management Assistant

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

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

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