Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Macon

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Bill Ennis, CPA/PFS

Sr. Wealth Advisor

Matt Heller, MBA, CFP®

Sr. Wealth Advisor

Matthews Barnett, CFP®, ChFC®

Wealth Advisor

Blairsville, Macon

Autumn Vaughn, CFP®

Financial Planner

Lizzie Gossett, CFP®

Financial Planner

Helen Shingler

Helen Shingler

Sr. Manager, Client Service

Asheville, Atlanta, Blairsville, Macon

Tavia Williams - Client Service Specialist

Tavia Williams

Client Service Specialist

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