Our Services
We provide a wide range of fee only services including hourly consulting, specific task planning, and active investment advising services. You can have confidence that these services will always be conducted in a fiduciary manner.
Charitable Giving
We help you integrate charitable giving into your financial plan, whether through charitable funds or QCDs, to maximize your impact on the causes you care about.
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Our Team
Learn more about our amazing team of professionals.

Brent Alan McCay
Chief Executive Officer & Managing Principal
AAMS

Suzy McCay
Chief Operating Officer & Investment Advisor Representative

Hayden H. Proffitt
Associate Advisor
CPA

Bradley Covert
Associate Advisor

Genesis Botello
Client Assistance Specialist
Neil Bobo
Client Assistance Specialist
CRPC

Christina Womack
Client Assistance Specialist

Amy Busic
Client Assistance Specialist

Darla Seymour
Client Assistance Specialist

Kinsley Lorance
Client Assistance Specialist
