Client-centered. Connected. Trusted.
Our experienced team and strong ties to Shelby State Bank and LPL Financial means you can count on us to provide customized financial guidance, tried-and-true products and high levels of service, close to home.
From investment consulting to financial planning and insurance services, our team works together to provide a connected experience, from start to finish.
Connect with us today.
James Stovall
CERTIFIED FINANCIAL PLANNER™ | Senior Vice President
(231) 861-2468
James began his career in the financial services industry in 1995 and is qualified as a General Securities Principal (Series 24), General Securities Representative (Series 7), an Investment Adviser Representative (Series 66) held...
Anna Flood
Client Services Administrator
(231) 861-2468
With a passion for serving others, Anna has been in customer service since 2002 and specifically in the financial services industry since 2011. When not at work, Anna and her husband are very involved with their church and they enjoy...