CREATING A FAMILY FINANCIAL LEGACY
Our team specializes in meeting the needs of families and professionals who, among other things, aspire to a work-optional lifestyle and have the desire to carry on a family financial legacy.
YOUR TEAM
Click on a team member below to read their bio
SCOTT BURFORD, CFA® | PARTNER
CHARLIE BURFORD, CFP® | PARTNER
Craig Lawrence Caudle | Partner
Corbin Lawrence Caudle | Managing Director
Holly Lansidel, CFP®
Megan Manning
