Our Associates/Staff

• Brandon Christy, CPA, PFS

  President

• Joe Mathews

  Financial Planner

• Mel Stubbs

  Financial Planner

• Glenn Ramey

  Financial Planner

• Tommy NeeSmith

  Exec. VP of Operations, Financial Planner

• Rebekah Bowker

  Chief Compliance Officer/Office Manager

• Julie Crumpler

  New Business and Client Services Manager

• Stephanie Elder

  Assistant to Tommy NeeSmith

• Christy Houston

  Assistant to Joe Mathews

• Nick Morgan

  Financial Planner

• Abby Puckett

  Chief Operations Officer

• Brittany Purvis

  Executive Assistant to Brandon Christy, Events Coordinator

• Mathew Ramey

  Insurance Agent/Client Services

• Kathy Ramey

  Assistant to Glenn Ramey

• Kimberly Stubbs

  Assistant to Mel Stubbs

• Rachel Epperson

  Contracting and Licensing Support/Bookkeeping

• Mandy Howell

  Financial Planner