Who We Are

Photo of Wyatt Coleman

Wyatt Coleman

CEO & Founder
Financial Advisor

Photo of Arnetria Coleman

Arnetria Coleman

Chief Operations Officer

Photo of Joni Boelscher

Joni Boelscher

Senior Financial Service Professional | Registered Representative

Photo of Renata Pennington

Renata Pennington

Senior Financial Service Professional | Registered Representative

Photo of Marcus Bates II

Marcus Bates II

Financial Services Professional | Registered Representative

Photo of Briona Barbee

Briona Barbee

Insurance Agent, SIE

Photo of Naida Hairston

Naida Hairston

Insurance Agent

Photo of Darmecia Townsend

Darmecia Townsend

Director of Client Relations

Photo of Braylen

Braylen

Chief Happiness Officer