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
Dalton Nicely Headshot April 2024

Dalton Nicely

Financial Services Professional
Ashlee Heying Headshot April 2024

Ashlee Heying

Office Manager

Amy Carroll Headshot April 2024

Amy Carroll

Executive Assistant