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Meet the Team

We Are Committed to Making a Difference in Your Life

In a complex financial world, the clear vision of a financial professional can help you reach your goals. Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. We maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

W. Joy Adams, CFP®

W. Joy Adams, CFP®

Registered Professional

Kim McClure, MPAS®, CFP®

Kim McClure, MPAS®, CFP®

Financial Advisor

Patrice Singleman

Adminstrative Assistant

Paula Travis

Client Services Specialist

Who We Serve

We serve a range of clients with unique circumstances and provide personalized, fiduciary guidance.

Our Clients

Our Approach

We take a holistic approach to planning, providing thoughtful guidance for every aspect of your financial life.

Discover How

Contact Us

Are you ready to reach your lifestyle and legacy goals? We can help. Contact us to schedule a meeting today.

Reach Out