Executive Team

  • JW Waggoner

    JW Waggoner

    Experienced in consulting with investment committees to construct appropriate investment lineups for qualified and non-qualified plans. With a focus on stewardship, he strives to impact the success of those we serve, ensuring everyone can retire with dignity and proper knowledge about their finances.

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  • Nancy Williamson

    Nancy Williamson

    Nancy provides support through her expertise in human resources, information technology, and operations. Her responsibilities include coordinating teams and individuals on projects, ensuring they have the necessary resources to be productive in their respective roles. With a career spanning back to 2005 in the wealth management industry, Nancy brings an extensive background and wealth of…

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  • Stephanie Elton

    Stephanie joined our team driven by her strong desire to make a positive impact in people’s lives through their financial well-being. Her responsibilities encompass identifying new business opportunities, Coordinating all our internal teams, and ensuring clients receive tailored advice to help them realize their vision of true wealth. With an extensive background spanning 14 years…

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