About Us
We are a mirror of our clients: business owners and executives who act with honesty and integrity, and value their family and their community. We seek long-term relationships that extend for generations, and to make long-term impacts in our clients’ lives and, through them, their communities.
We place our clients first. As independent professionals, we are free to select the product or brand which best fits our clients’ needs. Working with a fiduciary mindset, we always seek to act in our clients’ best interest.
We believe we are a part of something bigger. We contribute to charitable and community causes through gifts of our time, talent and treasure.
Our clients share this passion through their businesses: doing the right thing for their customers, their employees and their communities.
Meet Our Team
Ann M. Covington, CFP®, CPWA®
Ann Covington is a graduate of The Fisher School of Accounting at The University of Florida. After a 17-year career in the automotive industry advising automobile manufacturers and dealership owners, Ann made ...
Sheri Hamburger, CPA
Certified Public Accountant
Sheri Hamburger is a graduate of the University of Maryland – College Park and became a licensed CPA in 2011. She has experience in tax planning and projections for individuals, partnerships and corporations and small business...
John Grant
Associate Advisor
As an Associate Advisor, John helps support the lead advisor in many areas. He is responsible for attending client meetings, data gathering, plan preparation, and client relationship building among other things. His favorite part of...
Keli Strickland
Client Service Associate
As a Client Service Specialist, Keli Strickland’s overall goal is to help our advisors spend more time with clients than with paperwork. She provides administrative assistance in such matters as preparation for upcoming client...
Nicole Mulea
Associate Advisor
Steff Sommers
Receptionist
Steff is the pivotal first point of contact for those who visit or call in to our offices. She assesses what each contact needs and how best to ensure those queries are expediently and thoughtfully addressed. Steff assists with client...