Meet the Team

Our Advisory Team is made up of highly educated and credentialed experts in comprehensive financial planning, investments, and tax and estate law. We believe a love of learning is essential to success and keep up with ever-changing laws and financial strategies through many hours of professional education every year.

Keith Amburgey

Keith Amburgey

Chief Executive Officer
Ronald K. Rutherford

Ronald K. Rutherford

Board Member & Founder
Suzzette B. Rutherford

Suzzette B. Rutherford

President