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.
Jason List
Branch Operations Manager
A former collegiate athletic administrator, including nearly a decade with the Ole Miss Athletics Department. During his time with the Rebels, he served on the senior leadership team and oversaw all aspects of the marketing and fan...
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