ABOUT US

Our MISSION is to protect wealth, pursue possibility, and honor each family’s testimony.


Our VISION is that our clients live with no limits.

OUR VALUES

FAITH IN ACTION

Our work is guided by humility, service, and a deeper purpose. We lead with integrity, speak truth with clarity, and serve others with the mindset of stewardship.

FAMILY FIRST

We believe true financial care goes beyond the numbers. From celebrating milestones to standing beside clients in life’s most challenging moments, we lead with empathy, compassion, and unwavering presence.

UNCONDITIONAL SERVICE

Every client receives a deeply personal, white-glove experience. We honor the story behind each portfolio — the hard work, the hopes, the setbacks, and the legacy. Our commitment is unshakable, especially in the moments that matter most.

MEET THE TEAM

JP JOHNSON

FOUNDER & PRESIDENT

LINDSEY JOHNSON

FOUNDER & CHIEF PEOPLE OFFICER

LOLA STANLEY

CLIENT SOLUTIONS SPECIALIST

MALLORI SCHICK

CLIENT EXPERIENCE CONCIERGE

TYSON POINTER

WEALTH ADVISOR

SCOTT RINEHART, CPA

PRESIDENT AND CHIEF WEALTH OFFICER

BRENT COGGINS, MBA

CHIEF INVESTMENT OFFICER

MITCH HOCKENBURY, MBA, CFP®, RSSA®, RICP®

VICE PRESIDENT OF WEALTH STRATEGY

DAVID SAUFER, CPA, CFP®,

VICE PRESIDENT OF PLANNING

DANI HAMPTON, IACCP®

CHIEF COMPLIANCE OFFICER

JACKSON SHEPUTIS, CFP®

SR. PLANNING SPECIALIST