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Retire the Burden of Ordinary Advisors


Troy Tummond, PPC

Troy has specialized in the implementation and management of corporate retirement plans. He is the point person for each aspect of retirement plan management, from administrative services to asset management and employee education.

Vice President and Partner

Steve Carter, AIF®, PPC

Steve focuses on the design, implementation and management of qualified and non-qualified retirement plans for small-to-mid-sized businesses. In his role, he also supports plan sponsors with education and communication strategies for plan participants.


John Pomroy

John is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with experience in all aspects of the financial planning process. John is knowledgeable in corporate-sponsored retirement plan space as well as individual financial planning.


John Hudson

John has focused his career in wealth management. His work in the equity, fixed income, and alternative investment markets brings a depth of knowledge to the firm and his clients.

Landon Strickland

Landon has focused on new client growth and retention by working with plan sponsors from all industries and developing custom programs that drive participation and put more people on track to a successful retirement.

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