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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.



President & Founder

(606) 528-4020


Licenses Series 6-Investment Company Products/Variable Contracts Limited Representative Series 63-Uniform Securities Representative Series 65-Uniform Investment Advisor Insurance Licensed in Kentucky

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Andrew C Johnson

Vice President



Andy received his Bachelor of Science in Accounting from University of the Cumberlands in May 2010. He has been working with the firm since 2003 in a Tax Associate position. He is an enrolled agent licensed to practice in the state of...

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Heather Sulfridge

CRM/Payroll Specialist



Heather just recently joined the firm as a CRM/Payroll Specialist. She is from Corbin, Ky and has an 8 year-old son whose name is Ronnie. She is currently pursuing an accounting degree at Morehead State University.
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