Live Well. Finish Well.
We help families in Albany, Georgia, and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.
Albany, GA
2410 Westgate Dr. Suite 108 | Albany, GA 31707
Find A Financial Advisor
Learn more about our team to find a trusted financial advisor in Albany who can translate your personal needs into a customized financial strategy.
Advisors

Brent Whiddon
Senior Lead Advisor

Heath Morris, CFP®
Senior Lead Advisor

David Hinshaw, WMCP®
Advisor
Client Services

Kathy Ellerbee
Client Service Specialist
Investments

Cole Pearson
VP, Investments Solutions

John Siverling
Director of Private Markets & Impact Advocacy

Nathan Willis
Director of Portfolio Strategy

Tom Mueth
Senior Portfolio Specialist

Will Sorrell
Investment Solutions Manager

Rob Riley
Investment Analyst
Marketing

Todd Decker
Chief Growth Officer

Savannah Stewart
Marketing Associate
Operations

Rob Grubb
Chief Operations Officer

TJ Claud
Chief Compliance Officer

Charlie Watkins
VP, Finance

Wade Johnson
Director, Transition and Operations

Adrian VanderWoude
Director, Strategic Ministry Giving

Heather Howell
Operations Manager

Jamie Labello
Operations Manager

Jonathan Bennett
Senior Accountant

Ross Thompson
Operations Associate