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Our Team
For over 25 years, our dedicated Team has been tailoring solutions to help corporations and individuals achieve their Financial Goals.
Brad Brantley (CPFA, AIF)
Founder, Director Corporate Retirement Plans
Brad has 30 years of experience as a Certified Plan Fiduciary Advisor and an Accredited Investment Fiduciary. His knowledge and expertise provide both companies and individuals an accurate understanding of appropriate financial planning steps to accomplish their goals.
Bobby Brantley (CFP)
Certified Financial Advisor
Bobby has 30 years of experience as a Certified Plan Fiduciary Advisor and an Accredited Investment Fiduciary. His knowledge and expertise provide both companies and individuals an accurate understanding of appropriate financial planning steps to accomplish their goals.
Alexa Young
Operations Manager
Bobby has 30 years of experience as a Certified Plan Fiduciary Advisor and an Accredited Investment Fiduciary. His knowledge and expertise provide both companies and individuals an accurate understanding of appropriate financial planning steps to accomplish their goals.