Team
Theodore Roosevelt said “No one cares how much you know until they know how much you care.”
That’s why Planning Matters. We want you to get up each day knowing that you have a team working for you – that you don’t have to worry about the details because your team has it covered.
MIKE BALLARD is an experienced financial strategist who has worked in this industry since 1978. He has developed an approach to comprehensive planning that is intensely focused on you. He ensures the team understands the financial...
GREG LAWRENCE began his career in financial services in 1999, and has always acted as an Independent Advisor, placing the goals and concerns of his clients as his top priority. Greg remains committed to educating his clients and...
CATHERINE WATKINS joined the firm in 2004. She understands that it is vital to have all the I’s dotted and T’s crossed. Catherine ensures the right documents are in place for each transaction. She serves as the liaison to...
MARY BALLARD ensures all client files are maintained in compliance with FINRA standards, and she helps facilitate firm audits that serve as an additional measure of safety for our clients. In addition, Mary helps ensure that client...