Our Team

The people behind the plan. Get to know the advisors who are committed to your financial future.

Meet Your Advisors

People first. Always.

Every member of our team shares the same belief: retirement planning should feel personal, not transactional.

Friend Williams

Friend Williams

Co-Founder & Managing Partner

Jonathan Burklund

Jonathan Burklund

Co-Founder & Senior Advisor

Michael Meilleur, TPCP™

Michael Meilleur, TPCP™

Financial Planner

Allison Williams

Allison Williams

Client Services

Libby Samford

Libby Samford

Client Services

Our Values

Built on values, not sales targets.

Every decision we make starts with what’s right for you—not what’s easy for us.

Know you, then your numbers.

We get to know you before we look at your numbers. Your goals, your concerns, your family—that’s where planning starts.

Straight talk, always.

We’ll tell you what you need to hear, not what you want to hear. No sugarcoating, no hidden agendas—just honest guidance.

Built to last.

We’re not chasing quick wins. We build plans designed to last through market cycles, life changes, and everything in between.

Tennessee through and through.

Offices across Tennessee, serving the communities we call home. We live here, we work here, and we plan here.

Ready to Meet Us?

Your story matters to us. Let's hear it.

Schedule a 15-minute call to see if we're the right fit—no pressure, no pitch.

Schedule a Call