Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

About us
our mission

Our clients are at the center of everything we do. Their trust fuels our commitment to
integrity, purpose, and service. We listen with intention, plan with precision, and treat
every goal as if it were our own—all to help enhance your financial future.


Our Primary Purpose

Our primary purpose is to serve as a trusted partner in your financial life. With clarity, confidence, and personalized guidance, we help you navigate life’s financial decisions—big and small—so you can stay aligned with your goals and focus on what matters most.

Who You Will Be Working With

You’ll work with an advisor and support staff who offer guidance tailored to your goals. The focus is on consistent support to help you move forward with confidence.

Jeremy Johnson

Jeremy Johnson

Financial Advisor & Managing Partner

(931) 346-0587

William J. Pittman

William J. Pittman, MSFP, CPFA®, NQPCTM, LUTCF®

Financial Advisor & Managing Partner

(931) 346-0587

Andrea Chapman

Andrea Chapman

Office Manager and Life Insurance Specialist

931-367-5403

Kacie Reif

Kacie Reif

Scheduling Coordinator and Communications Manager

931-249-9154

Are you ready to meet?
let's see how we can help

If you're new to our firm, we’re here to learn about you, answer your questions, and
show you how our approach can work for your unique goals. Let’s start a conversation
and see if we’re the right fit for you.

Book a Consultation