Our HistoryIn Our Fifth Decade of Providing guidance, support, & Solutions
With nearly 100 years of combined experience, our team of dedicated financial professionals is committed to helping you manage your financial health and achieve your long-term goals. We focus on providing personalized advice across a range of financial matters, including investment strategies, retirement planning, tax optimization, estate planning, and risk management. By carefully analyzing your unique financial situation, we develop tailored plans that align with your objectives and risk tolerance.
Tracy W. Maxey
Registered Financial Assistant
W. Dustin Cross
Certified Financial Planner/Financial Advisor CFP®
William H. Cross
Registered Financial Assistant
Our Mission Real Connections > Clients
Our team values open communication and regular check-ins, ensuring that we are always aligned with your evolving needs. Through this partnership, we aim to empower you to make confident financial decisions, fostering your financial security and growth.