(877) 832-3847

Meet our Team

Leadership

Principals

Alex Ellis, CKA®

Partner, Principal

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Benji Nunn, CFP®, CKA®

Partner, Principal

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Our Team

Key Partners & Portfolio Managers

Roy Nunn, CKA®

Co-Founder, Investment Advisor

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Cliff Taylor, CFP®

Investment Advisor Representative

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Connie Pearson

Investment Advisor Representative

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George Parks, CFP®

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Ken Brewer

Investment Advisor Representative

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Michael Mitchell

Investment Analyst & Portfolio Manager

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Philip Alford, CFP®

Financial Planner

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Client Support

Compliance & Operations

Ed West, IACCP®, MBA

Chief Compliance Officer and Operations Manager

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Janet Ellis

Executive Assistant

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Sharon Nunn

Executive Assistant

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Join Our Team

The reality is, few things in business will help you go further than working with the right people.

Qualified advisors want to serve their clients with competency, genuine care, and a principle-centered approach. They want their career to advance and leave a worthy legacy. And they want the value that comes with serving on an interdependent team. This is who we are and who we want to work with.

We are currently accepting resumes from qualified advisors.

If you’d like to learn more, call us at (877) 832-3847 to schedule a confidential call with one of our partners.

Our 3 Step Plan

Serving with competency, genuine care, and a principle-centered approach

Click or call to schedule an appointment

Tell us about your financial questions, goals, and desires

We will design and help you implement a course of action to pursue your goals