A community approach
to serving you.

Your team

Our office is comprised of 3 independent financial planners, each collaborating with their own clientele, 2 administrative assistants, and 1 business development professional. Collectively, our office has over 100 years of industry experience. While independent of each other, our proximity cultivates a community approach to serving our client’s needs.

 

PRESIDENT

Grant Corley

Financial Planner/OSJ

  • Dad to 3 children and 1 golden retriever

  • Husband to a wonderful wife

  • Christian serving God

  • College athletics fanatic, golf enthusiast, wannabe Big Green Egg pit-master

  • Financial Planner

Email — LinkedIn — Professional Bio

INDEPENDENT PLANNER

Joe Cooper

CFP®

  • Dad to 2 children and 1 golden retriever

  • Grandfather to 2 grandchildren

  • Husband to an outstanding wife

  • Christian serving God

  • Kentucky Wildcats fan and Military Aircraft enthusiast

  • Certified Financial Planner

Email — Professional Bio

 

INDEPENDENT PLANNER

Kelly Cook

Financial Planner

  • Dad to 3 children and dogs Duke and Shadow

  • Husband who married up

  • Christian serving God

  • Outdoors enthusiast & tennis player since birth

  • Hilltopper

  • Financial Planner

Email — Professional Bio

Tom Cherry

Business Development Professional

  • Dad to 3 children and 1 labrador retriever

  • Husband to a fantastic wife

  • Christian serving God

  • College sports fan, lifelong tennis player, golfer, skiing enthusiast, and weekend boater

Email

Fay Clark

Registered Administrative Assistant

  • Mother to 2 children

  • Granna to 7 grandchildren

  • Wife to a sensational husband

  • Christian serving God

  • Genealogy savant, AirForce brat, Tolkien aficionado

  • Registered Administrative Assistant

Email

 

Crystal Poynter

Administrative Assistant

  • Mother to 2 children

  • Wife to a tremendous husband

  • Christian serving God

  • Hispanic cuisine culinarian

  • Frequent camper, novice gardener, aspiring painter

  • Administrative Assistant

Email

 
Gracie-2.png

GOLDEN RETRIEVER

Gracie
Corley

Barking Assistant Emeritus

Bear.jpg

GOLDEN RETRIEVER

Bear
Corley

Barking Assistant to Grant Corley

Lottie.jpg

GOLDEN RETRIEVER

Lottie
Cooper

Barking Assistant to Joe Cooper

GOLDEN RETRIEVERDuke & Shadow CookBarking Assistants to Kelly Cook

GOLDEN RETRIEVER

Duke & Shadow Cook

Barking Assistants to Kelly Cook

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