We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you:
- Prepare for retirement
- Manage your assets during retirement
- Manage your investments
- Find the right product and services for your business
- Help you with your estate planning needs
- Protect your assets
We also can answer your questions, including:
- Can I retire early?
- How should I invest?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- And many other questions
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Lloyd M. Baxter, CWS ®, AIF ®
His parents named him Lloyd M. Baxter, but everyone calls him Skip. He was born in Biloxi, and grew up in Ocean Springs. His father was Donald Munro of Munro Petroleum and his mother was Deedy, who in her day could be found behind the...
The Cumbest family has been a notable name among the Mississippi Gulf Coast for over 200 years. Since first settling in 1799, descendants of the Cumbest family have occupied a number of public roles including, but not limited to law,...
Jada Edwards grew up in Alabama and attended Auburn University where she received her degree in Chemical Engineering. After graduation, she worked in the chemical industry as a process engineer and later served as a production...
Blessed to be born on the Mississippi Gulf Coast to Evans and Lucille Meadows. Darryl grew up in the family business and learned early in life the value of conservative money management and planning. He purchased his first stock and...
Tim Taranto was born in Biloxi, MS in 1967. He grew up in Ocean Springs and is a former 12-year student of Ocean Springs Schools, where he lettered in baseball, graduating with some of his still closest friends in 1985. He would later...
Amanda Knight was born in Jackson, Mississippi in 1976. In 1988 her family moved to Ocean Springs, Mississippi, and she has been a Jackson County resident since then. Amanda graduated with highest honors from Ocean Springs High School...
Senior Administrative Assistant