Our Team

Our team has over 120 years of combined experience in tax and bookkeeping, financial planning, and investment management, serving a wide array of businesses and individuals across the country.

As your trusted advisors, we are dedicated to creating custom financial plans based on your goals. Our advisors will meet with you as often or as little as you like, giving you peace of mind.

As independent national fiduciaries, our fee-only services mean we always have your best interests in mind, creating financial plans with the same care that we would create for ourselves. We conduct ourselves with transparency and are aware that we have a significant responsibility to all of our clients.

Interested in learning more? We provide free consultations to review your current portfolio and discuss the needs and goals of your individual portfolio or that of your business.

A stack of U.S. 1040 Individual Income Tax Return forms is shown with a metallic pen placed on top. To the right, a calculator is partially visible. The image is in black and white.
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Erik Drewry

Managing Partner | Advisor
MBA, CFP®, APMA®, CRPC®

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Sammy G. Dishman, Jr.

CPA | Senior Manager

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Vicki T. Couser

CPA | Senior Manager

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Violet Valencia

Senior Staff Accountant

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Whitney Slack

CPA | Tax Accountant

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Christine Swanzy

Staff Accountant

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Denise Clark

Administrative Assistant

Call us to talk about your financial picture.