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About Us

About Us

Top Notch Client-First Relationships
Real. Approachable. Professional. Caring. Knowledgeable.

Our professional team is specifically designed with multi-generational focus. We are driven to create a wealth management plan that guides you through accumulation, retirement and legacy phases. We use our combined and expanding financial experience of 40+ years to provide your care. We take pride in our integrity, competency, relationship building and drive. We strive to deliver top notch client-first relationships which are personable, reliable, and adaptable to your situation.

What Makes us different
We Are Your
Personal CFO.

We enjoy what we do and we weave our focus of faith, family, friends and greater community into our practice.

We strive to maintain a high level of integrity and to continually stay up to date on financial trends, markets and tools to help better equip you to manage costs, reduce financial vulnerabilities and to have a greater opportunity for success.

Meet The Team
Our people are our greatest asset,
and we invest in their continual growth

Vickie Clark

Vickie Clark, WMCP, MBA

Wealth Advisor / Partner

Tyrus Meiss

Tyrus Meiss, CFP®, MBA

Wealth Advisor / Partner

Vaughan Meiss

Vaughan Meiss

Wealth Advisor

Clayton Robinson

Clayton Robinson

Client Services Assistant

Bonnie Miller

Bonnie Miller

Advisor Assistant

Tyler Heffren

Tyler Heffren

Advisor Assistant

Working with a Financial Professional

Working with a financial professional can be one of the most important decisions you make.
Check out this helpful guide to learn exactly why this may be your next best move.