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A Grand View of Life

Planning today for your perfect tomorrow.

Planning that takes into account both the logistical and emotional aspects of each client’s unique financial puzzle.

Having a solid collaboration is essential to effective financial planning. To this end, our stewardship framework is designed to keep us informed of any new developments that might affect strategies. There is no winging it; nothing is left to chance.

Don’t let what you don’t know scare you, because it can become your greatest asset.

Meet Our Team

Kelly Morgan, CFP®

Chief Executive Officer, Certified Financial Planner™

Larry A. Walck, CFP®, CRPC®

Certified Financial Planner ™

Billy Doughty, MSBA, CFP®, CKA®, CDFA®

Certified Financial Planner ™

Michael C. Mashburn, SR, MBA, AIF®

Senior Investment Consultant

Alisha Lane Hall

Planning Assistant

Michael Mashburn, Jr.

Client Services Associate

Ann Roth

Director of Operations

Haley Isbell

Marketing Director

Kirsten Prevallet

Client Services

Kellie Taylor

Client Services

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