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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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John Ahn

Tax & Bookkeeping Associate

John Ahn is our part time Tax and Bookkeeping Associate. He came to us as an intern and has proven his value in working with our Bookkeeping and Tax clients. John is currently working on his Master of Accountancy at Middle Tennessee...

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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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