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...
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...
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...
Amelia Senecal
Financial Advisor
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...
Jessica Steele
Administrative Assistant
Shane Epperson
Administrative Support Intern