Our Team

Asset Management Specialist

Wade McMinn

Partner

Estate and Trust Specialist

Mike Estes

Partner

Financial Advisor

Brian Cook

Partner

Director of Client Services

Emily Hickman

Director of Client Services

Asset Management Specialist

Jamie Hinson

Financial Advisor

Client Service Representative

Mary McMinn

Client Service Representative

Financial Advisor

Mike Dunn

Financial Advisor

Financial Advisor

Tony Youssefi

Financial Advisor

Registered Principal

Steve Hale, EA, CFP®

Registered Principal

Investment Advisor Representative

Hugh Atkinson

Registered Representative

Administrative Assistant

Janet Hutton

Administrative Assistant

Administrative Assistant

Dale Underwood

Administrative Assistant