Expertise You Can Count On.
People First. Planning Always.
Confidence • Strategy • Planning • Growth • Legacy • Trust
Expertise. Experience. People.
Will Bearden
Founder | CEO
Jake Craven
Associate Financial Planner
Hayden Duffield
Financial Planner
Will Gerrick
Associate Financial Planner
Aubrey Vaughn
Business & Advanced PlanningPiedmont Group Resource
Miriam Powers
ParaplannerPiedmont Group Resource
Eneko Clayton
Director of Financial PlanningPiedmont Group Resource
Ryan Young
Business & Insurance SpecialistPiedmont Group Resource
Julia Johnston
Executive Assistant | Practice Manager