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Our Team

Who We Are

Who We Are

We are a family business, and so we are a family-oriented business. We have been fortunate to grow up in a family that, over the course of generations, passed down the wisdom of prudent investing and financial planning principals. Because of that, we enjoy sharing those gifts with other families and individuals and helping them achieve their financial goals.

Many of our clients started out with us working on accumulating resources for retirement and continue to work with us as they use those resources in their retirement.  

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Our team works hard to provide you with services and advice you can Count On as you plan for the future.

Meet Our Team

Adam Bridges, CPA

Certified Public Accountant

Frank Powell

Frank Powell

Financial Advisor

423-886-4810

423-886-4903

Melissa P. Street, CFP®

Melissa Powell Street, CFP®

Certified Financial Planner

423-886-4810

423-886-4903

Robin West

Client Service Administrator