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Our Approach

We maintain our independence* from any and all financial product providers and are beholding to no one except you, our client. It is our professional mission to position you where you are most likely to achieve financial success. When you have concerns we will take the time to educate you on your options and their pros and cons.  You, our client  come first and are at the center of our attention.

*the state of being free from the control or power of another 

Our Story

Ours is a family financial practice.  It is our family helping you and your family make wise and prudent decisions with your money and financial risks.  We enjoy working together to help you create your own financial symphony*.

With well over 40 years of combined experience we have seen a lot of different problems and an evolving set of financial tools to address those problems.

*a balanced, pleasing, or suitable arrangement of parts 

Meet the Team

Our combined experience covers almost half a decade and we bring it all to the table to assist our clients.

We believe that everyone should have access to sound financial advice.

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Brice Willoughby

Brice is a well seasoned advisor with an eye for both opportunity and risk.  Clients use him as the first set of eyes on their financial decisions and often on non financial decisions.   As a dedicated husband and father he enjoys time with his family!

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Melissa Garman

Executive Assistant

Melissa is an experienced financial service professional who makes sure operations are moving smoothly and clients are getting great service.  Melissa is also an active wife and mother who also keeps things moving at home!

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Rick Willoughby


Rick has extensive experience in asset and wealth management.  He says "It is a great experience working with a team that truly cares about each other and the clients they serve."  Rick enjoys time with his wife and his entire extended family.

Next Steps...

 For more information call us direct 480-209-6420 or email