Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. 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. We feel a commitment to our community.
Alan Bradford
Managing Partner / Financial Advisor
Alan Bradford has served individuals, families, and small business owners in Walton County and the greater metro Atlanta area since 2008. With a dual background in accounting and finance, Alan has nearly 20 years of experience in...
Matt Rieger
Partner / Financial Advisor
Matt’s path to becoming a financial advisor has been anything but conventional—but it’s been rich with purpose and experience. His career has taken him from serving as a missionary in Sweden to managing a...
Kathy Thomas
Wealth Management Assistant