Broker Check

Meet Our Team

Scott Bass, CFP®, MBA

Founding Partner

Scott Bass is a Certified Financial Planner™. He holds a Series 7, 63, and 66 license and is registered to do securities transactions and advisory business in the states of GA, FL, AL, SC, MS, LA, MI, and VA. He is originally...

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Talbert Edenfield, CFP®, MBA

Founding Partner

Talbert’s educational background includes an Executive MBA from the Terry College of Business at the University of Georgia and a Bachelor’s and Master’s Degree in Adult/Business Education from...

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Evan Fears, CFP®

Partner

Evan is a graduate of the University of Georgia holding a degree in Financial Planning with a minor in Consumer Economics. Evan is currently a licensed Life, Accident, & Sickness agent in Georgia and...

 

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Amelia Senecal

Financial Advisor

Amelia Senecal is a financial planning professional dedicated to helping individuals and families work toward their long-term financial goals. She brings a strong foundation in leadership, client service, and business operations,...
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Rachel Bass

Financial Advisor

Rachel Bass is a licensed Life, Accident, and Sickness agent in Georgia.  She is a 2019 graduate of Effingham County High School and a 2022 graduate of Georgia Southern University.  She obtained a Bachelor of Science Degree...

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Jessica Steele

Administrative Assistant

Jessica Steele is an Administrative Assistant at Vision Financial Group, where she enjoys supporting both the team and the clients they serve. Originally from the Augusta area, Jessica moved to Effingham County in 2014 with her husband...
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Shane Epperson

Administrative Support Intern

shane@vision-ga.com

Shane Exley Epperson is a junior at Georgia Southern University pursuing a degree in Finance, with plans to become a financial advisor after graduation. Expected to graduate in the summer of 2027, Shane is passionate about building a...
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