Often referred to as Winnersville, Valdosta is known for its well-deserved success in athletics and manufacturing. Just like its people, our Valdosta, GA financial advisors believe that diligence, determination, and teamwork are powerful contributors in achieving financial success in every aspect of life.

businessmen shaking hands

Comprehensive Financial Planning

Financial success is common in Valdosta, and the town is full of entrepreneurs, thriving businesses, and individuals who understand the value of solid financial planning. Our financial advisors in Valdosta, GA are equipped to assist the community with a comprehensive array of financial services, tools, and programs.

Featured Services

Growth Coaching

Many advisors become accidental business owners and quickly find themselves on a plateau and searching for identity. We engage in a journey with advisors to create a roadmap of accountable processes that lead them to the development of an intentional enterprise.

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Succession Planning

Our calling is to honor those who have gone before us and to shepherd the next generation of advisors committed to the service of others. Our unique approach creates personal solutions for experienced advisors to monetize their practice and increase longevity while increasing the probability of success for younger advisors.

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Other Services Offered

Wealth Transfer
Tax Efficiency

Valdosta Team

Jeremy M. Davis, CFP®, CIMA®

Jeremy M. Davis, CFP®, CIMA®

President | Program Manager

John Tanner

John Tanner

Vice President | Financial Advisor

Greg Brennan

Greg Brennan

Account Executive

Johanna Vrboncic

Johanna Vrboncic

Administrative Assistant

Gay Davis

Gay Davis

Administrative Assistant

M. Conrad Haworth

M. Conrad Haworth

Operations Manager

Contact Info

Office: 229-232-8211

Fax: 229-469-5776

Address

913 North Patterson Street
Valdosta, Georgia 31601