Our Team
Darryl Carter CPA
Founder I Managing Partner
“I believe that effective financial planning begins with understanding the people behind the numbers.”
Lance Dumas, AIF®, ChFC®
Founder I Managing Partner
“Successful financial planning starts with a strong relationship”
Chris Abernethy
Financial Advisor
“I am passionate about helping others achieve their goals.” Since the start of his career, Chris has been a dependable source of strong financial analysis, integrity, and dedication. Committed to caring for his clients and building...