Our Team
Team

How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Kristy Meeler, Ph.D.
Managing Principal & LPL Financial Advisor
(904) 214-0190
Kristy received her undergraduate degree and a doctorate in economics from the University of Georgia. During her graduate career she focused on: Corporate Finance Investments Industrial Organization Econometrics Kristy was an...
Laura K. Brown
Branch Operations Manager
(904) 214-0190
Ms. Laura K Brown received her undergraduate degree from LaGrange College in Early Childhood Education in 1990. Ms. Brown taught special education and 4th grade at Jefferson City Elementary School for three years before joining her...
Cady McCarty
Virtual Administrative Assistant
(904) 214-0190
Cady McCarty is an Administrative Assistant at LPL Financial for Admin Solutions. She is an industry-trained professional skilled at supporting the administrative needs of financial advisors and their clients. McCarty is trained in LPL...