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.
Principal/Senior Advisor/Financial Coach
When you meet Mike Strickland, you’ll quickly realize that this conversation could be life changing. Many people simply talk about trust, but for Mike, trust is the cornerstone of every relationship. With a warm demeanor that...
Director of Personnel
Jennifer has over 25 years of administrative experience in Human Resources and several years in the financial services industry. Jennifer enjoys reading, traveling, hiking and spending time on the lake with her husband and daughter.
Chase joins the Executive Benefits team as an intern. He grew up in Fort Myers, Florida and is currently pursuing his bachelor's degree from The University of Tennessee.