Meet the Team

At our firm, we have the client—and only the client—in mind.

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.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Lee Johnson, CPA, CGMA, CFP®

Financial Advisor

As the founder and managing partner of the firm and the chief investment officer, Lee is involved first-hand with clients to provide comprehensive financial planning including investment, tax, and estate planning. He has expertise...

Jason Lockridge, CFP®

Financial Advisor

As a partner of the firm and the chief operating officer, Jason is responsible for many of the firm’s business operations. In addition, he maintains the firm’s trading portfolios and is the firm’s compliance officer. Jason also serves...

Ethan Mayberry, MBA, CFP®

Financial Advisor

Ethan – As a Financial Advisor, Ethan combines his passion for helping others and his knowledge of financial markets to give clients the confidence to meet their financial goals. As a CERTIFIED FINANCIAL PLANNERTM practitioner, he...

Jake Martin CPA, MBA, CFP®

Financial Advisor

Jake’s favorite part of working with clients is helping build the roadmap that leads to them achieving their goals. Jake is married to his high school sweetheart, Camryn, who works as an assistant in oral surgery. In their free time,...