Our Team

"We want something for you, not from you"


James Reeves Headshot April 2024

James "Bubba" Reeves


Financial Adviser & Founder
Anthony Marlin Headshot April 2024

Anthony Marlin


Financial Services Professional
Ashlee Heying Headshot April 2024

Ashlee Heying


Office Manager

Amy Carroll Headshot April 2024

Amy Carroll


Executive Assistant