Our Values
Do
unto others...as we’d have them do unto us. We keep our word, do what we say we’ll do, show respect, and act with grace…because people and relationships matter.
Details
We pay attention because all the details matter.
Ownership
We take ownership of problems and create solutions. We take things past the finish line. That’s why people want us in their lives.
Expertise
We are pros and pros are committed to their expertise, and they focus on results. No one wants to work with amateurs.

Bridget Flynn
Client Success Manager
Bridget is dedicated to delivering personalized client experiences as our Client Success Manager. Her professional background includes positions as a universal banker at US Bank and a mortgage underwriter, equipping her with a well-rounded foundation in financial client service. Bridget’s attention to detail and proactive approach help ensure that every client interaction is smooth and supportive.

Jack Hornsby
Wealth Advisor Associate
Jack serves as a Wealth Advisor Associate and provides financial planning and investment advisory support for our clients. Jack is a Nashville native and holds a degree from the University of South Carolina, majoring in Finance and Real Estate. In 2024, he earned his Certified Financial Planner® certification. Jack has over 4 years of experience in the industry, holding Series 7 and 66 licenses. He previously worked for Wells Fargo Advisors in Charlotte, NC, providing advisory support to clients in all stages of life.