Meet The Team
At our firm, we believe financial planning should be both personal and practical. Everyone’s journey is different, which is why our approach is tailored to your unique place in life. Whether you’re preparing for retirement, managing debt, or building wealth for the future, we provide professional, confidential guidance to help you move forward with clarity and confidence.
(706) 278-0214
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W. Joel Hudson, CKA, CFP
Chief Executive Officer
J.M. Dekota Boling, M.P.A.
Financial Planner
R. Eric Bishop,
MS
Financial Planner
Eric L. Viars
Vice President Operations
Gage Waters
Wealth Manager Assistant
Blake Hammontree
Wealth Manager Assistant
Ty Pendley
Wealth Manager Assistant
Levi Gentry
Wealth Manager Assistant
W. Joel Hudson, CKA, CFP
Chief Executive Officer
J.M. Dekota Boling, M.P.A.
Financial Planner
R. Eric Bishop,
MS
Financial Planner
Eric L. Viars
Vice President Operations
Our Values
We are guided by principles of integrity, stewardship, and service. Money is a tool, and how you use it can impact every part of your life—family, work, and community. Our mission is to equip you with strategies that align with your values, help safeguard what matters most, and work toward sustainable financial peace.
Why Choose Us
We understand that financial matters are deeply personal, which is why we handle every conversation with the highest level of professionalism and confidentiality. Your goals, challenges, and dreams are heard, respected, and prioritized in every plan we create.