Our team
Your Partners in Wealth & Legacy
The Advisory Team
Our experienced team provides strategic guidance, fiduciary excellence, and a seamless approach to managing your wealth — so you can focus on what matters most.
Carroll Wilkerson
Founder & Senior Wealth Advisor, CFP®
With 40 years in financial planning, Carroll combines deep industry expertise with a passion for building long-term client relationships. His focus is on helping families and business owners create lasting, multi-generational wealth.
Senior Wealth Advisor
CFP®, CPFA™
Ben Dierkes
Ben is dedicated to helping clients turn financial goals into reality. With a strong background in investment, tax, and estate planning, he brings a strategic, relationship-driven approach to wealth management.
Specializing in employer-sponsored retirement plans and comprehensive financial planning, Graham helps both individuals and businesses optimize their financial futures with confidence.
Wealth Advisor
CPFA™
Graham Buresh
With a background in tax strategy and financial planning, Paden brings a holistic approach to wealth management. His expertise in both areas provides clients with a well-rounded financial roadmap.
Senior Wealth Advisor CFP®, CPA
Paden Squires
Client Support Team
Our client support team is here to provide proactive service, streamline processes, and ensure your questions are answered.
Carmen McClennon
Chief Operating Officer
With over 20 years of leadership experience in banking and wealth management, Carmen drives firm operations, ensuring an exceptional experience for both clients and advisors.
Justin oversees investment strategy and portfolio management, applying deep financial expertise to help clients navigate the markets with confidence.
Chief Investment Officer
Justin Hamilton
Teresa Tice
Senior Wealth Associate
With a passion for financial education, Teresa works closely with clients and advisors to develop customized financial plans that align with long-term goals.
Jack Ward
Paraplanner
Jack supports the advisory team where he analyzes client data, prepares client plans, and conducts research.
Your wealth, working in harmony
Let’s Plan Your Financial Future
Ready to bring everything together into one sophisticated, seamless plan? Our advisors and experts work in harmony, so you can focus on building wealth and living life, not managing the gaps between experts.