How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Brittany M. Ullman
Business Coordinator
Brittany manages all client services for the firm. Whether you are opening a new account, updating information for your financial plan, initiating retirement plan distributions or scheduling a meeting, she is responsible for making it...
Chasity Stricklin
Kyle Jervis
Whitney Stricklin - CFP®
Whitney P. Stricklin has been in the financial industry since September 2001 and a Certified Financial Planner since September 2007. He focuses on financial planning and consultation, primarily working with individuals on asset...