All you need is a plan, a map and proper financial guidance to get you to your destination!

CONNECT

Address:

4994 Lower Roswell Road, Suite 4
Marietta, GA 30068

Phone:

770-971-9141

Fax/Other:

770-971-4224

Our Team

 

President

  • Karen Vining, CSA, RFC

    President

Staff

  • Lucy Scott

    Financial Planning & Client Services Office Manager

  • Val Ashton

    Marketing and Technology Director

  • Linn Hodges

    Administrative Assistant

  • Cindy Miceli

    Financial Planner Associate

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck