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At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Senior Managing Partners

David McCain

David R. McCain, CIMA®, CFP® , AIF®

Senior Managing Partner | Chief Investment Officer | Investment Advisor Representative

Travis Baldridge

Travis Baldridge

Senior Managing Partner | Chief Operations Officer | Investment Advisor Representative

Advisors

Bryan Henderson

Bryan Henderson

Vice President | Investment Advisor Representative

Casey Middleton

Casey Middleton

Director of Client Services

Kevin Wilson

Kevin Wilson

Vice President | Investment Advisor Representative

Ron Naegle

Ron Naegle

Senior Vice President | Investment Advisor Representative

Staff

Aaron Hoffman

Aaron Hoffman

Support Specialist

Caitlin Sanders

Caitlin Sanders

Operations Manager

Cathy Staton

Cathy Staton

Client Service Manager

Crystal Young

Crystal Young

Office Manager

Morristown Office

Jack Maloney

Jack Maloney

Senior Vice President | Investment Advisor Representative

423-616-0182

Katie Slate

Client Service Specialist

423-616-0182

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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