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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. 


Kevin M. Harris is a Certified Public Accountant and a Certified Financial Planner professional with over thirty years experience in the financial services industry, including banking, insurance and public accounting. A 1980 graduate...

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Farnaz Abbasi

Tax and Bookkeeping Associate

Farnaz Abbasi was born in Iran but grew up in Canada. She graduated from MacEwan University of Edmonton, Alberta, Canada in 2006 with Business Administration degree then moved to United States, Nashville, TN in 2008. She graduated from...

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Nina Vowell

Office Administrative Coordinator

Nina is a 1980 graduate of Murray State University, with a Major in Accounting. Professionally she worked in the Banking industry for over 20 years as an Auditor, later managing and selling Real Estate for the bank. She has also worked...

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