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Our Team

Our team knows superior financial results are not simply achieved through conventional planning. Our team is dedicated to our client’s success and creating the lifestyles they desire. Contact any member of our team and we’ll be happy to assist you.

C Walker Sullivan IIICLU®, CLTC®

Principal and Financial Advisor

Charles Walker Sullivan IVCLTC®, QPFC

Principal and Wealth Management Advisor

B. Peyton McDonald CLTC®

Director of Client Operations

Jane Wendling

Client Relations Manager