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“The only thing worse than being blind is having sight and no vision.”  ― Helen Keller

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There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Our Mission

Live your vision.  Invest with purpose.

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Our Philosophy

Your money.  Your vision.

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Our Process

No hurry.  No hassle.  No pressure.

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Client Centered

We are a client-focused firm.  Most of our business comes from our existing clients and referrals.  We are sincerely grateful for all of our clients who recommend us to others, for our new clients, and for those with whom we have built special relationships. We appreciate them all for placing their trust in us and recommending their family, friends, and co-workers to us. We have been able to make a difference in many peoples' lives that we would never have met if it wasn't for our clients who support and advocate us.  For this reason, we choose to invest our time and resources back into our clients.

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Meet Our Team

R. Scott Walker

R. Scott Walker

Investment Advisor Representative

502.410.3465

866.381.4488

Calinda Young

Calinda Young

Life, Health & Disability Specialist

(502) 410-3465

(866) 381-4488

Dacia Grimes, CPA

Dacia Grimes, CPA

Registered Representative

502.471.7449

866.381.4488

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