About Us

Meet Our Team

Click on a Team Member's photo to learn more about them.

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Richard Simpson

Partner

Retirement Income Planning

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Bill Criswell

Partner

Investments

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Georgia Criswell

Client Service Manager

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Brady Burnett

Associate Advisor

Financial Plan Design

Smiling woman in a bright green dress standing before a stone wall.

Anna Drake

Associate

Client Relations

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Kelly Criswell

Compliance Officer

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1. Discovery Meeting

We will meet in person or via Zoom to get to know one another on a more personal basis. This meeting is for each of us to learn more about one another’s backgrounds, approach to life, and money. We both will be investing a lot of time and energy into the relationship, so we need to make sure we can build a strong relationship. During the meeting, we will give you a clear picture of how we work and the value it creates for you. 

2. Data Meeting

This meeting includes not just the numbers of what you have presently but what you’d like to see built and accomplished moving forward. We identify the starting point and evaluate those things that are most important to you and your family. We will address the wealth eroding factors that always come into play as well as protecting against the things we hope never happen. 

3. Options Meeting

After taking all the data along with your hopes and dreams, we will set up several scenarios looking at the best ways to protect, grow, and enjoy your wealth. The objective is to always give you the best chance of success, knowing life is full of twists and turns. We share the information and options, YOU build the plan!  

4. Maintenance

Life changes, and so will what you would like to accomplish. We will be here to cross the bridges that your journey leads you across. Things will change and require adjustments, and we will help you with them as they arise.