Edwin Cox
President & Founder
Forrest Ryals, CFP®
Wealth Advisor
Rachel Taylor
Client Services
Samantha Driskell
New Client Services
Kristin Frazier
Marketing
Danielle Messenger
First Impressions Specialist
Trust
We believe that TRUST is at the core of any long-term relationship and the cornerstone of the relationships we build with our clients.
Family
We have created a culture of caring in our foundation that creates an atmosphere of FAMILY that encompasses those we serve.
Service
We have a servant’s heart to provide exceptional personal and professional SERVICE to the families we serve.
Accessibility
We were founded on the principle of ACCESSIBILITY so the families we serve know the lines of communication are always open, friendly, and readily available.
Transparency
We believe that TRANSPARENCY is about honesty and is necessary for our clients to make the best-informed decisions.