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 connecting 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
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