Meet the Team

Sometimes you just know talent when you see it. With more than ten years of industry experience, Andrew Perry carries himself with a quiet confidence that demands your attention. Sure, there’s also the wry sense of humor and folksy earnestness stemming from an upbringing in the American South, but it’s the seriousness that sticks with…

Kyle Shelley’s path took a more unique route than most financial advisors. The more you talk with him, the more his passion and goals come to light—and that’s having a genuine caring for people who want to make their financial lives not only better, but thrive. We sat down with Kyle Shelley to get into…