YOUR TEAM
Retirement Planning Grounded in Your Values
Retirement Planning Grounded In Your Values
There's more to retirement planning than numbers. Our typical clients see retirement as the next phase of their life, not the last. They have ambitious goals such as travel, giving to their family, or even pursuing an "encore" career.
Whether you are one year or one decade from hanging up your hat, we want to help you visualize what retirement could look like, answer the pressing questions you have, and then collaboratively build a plan to help you reach your goals. We believe that retirement doesn't have to be boring. With a clear vision and a plan in place, retirement can provide you with the freedom to pursue more for yourself and those you love.
Will King, CFP®
Financial Advisor
Financial planning and wealth management have always been a natural fit for Will, inspired by his grandfather's decades-long career as a financial advisor. After graduating with honors...
Jamie King
Financial Advisor
Jamie has spent his entire life in Jackson. After a distinguished career as Postmaster with the U.S. Postal Service and 16 years of service in the Army National Guard, where he achieved the rank of Major, Jamie transitioned to...
Leigh Ann Espy
Client Engagement Coordinator
As a Client Engagement Coordinator, Leigh Ann is the first point of contact for clients and prospects. After seven years as a middle school teacher...
Kelsey Wood
Client Service Associate
Originally from New Orleans and now based in Tennessee, Kelsey brings five years of experience in financial planning...
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