Our Team

Phillip F. Green, CPA/PFS

In Memoriam
Sep 23, 1955 – Nov 14, 2016

“In all that we do, we focus on working with the right people in the right way; no shortcuts.”


Steven K. Jamison, CPA/PFS, CFP®

Investment Advisor

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Alvin J. Morgan, CPA

Investment Advisor

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L. Stephen Younger

Director of Operations
Chief Compliance Officer

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Gven L. Gilmore

Advisor Assistant