Over the years, we have found that a team approach can be an effective method to help clients with a wide variety of needs as they maneuver through a complex financial-services world. We believe our services have far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Betty Andrews
President
Betty started Betty Andrews Investment Management in 2007. Her goal is to help people educate their kids, pay their taxes, retire, and preserve their assets.
Brooke Carpenter
LPL Financial Advisor
Brooke decided to become a financial advisor because he wanted to help people succeed financially. Just like everyone needs a good barber or hairdresser, a good family doctor, and a good auto mechanic, you also need a good financial coach
Matthew Garcia, CFP®
LPL Financial Advisor
Matthew Garcia is a CERTIFIED FINANCIAL PLANNER® with nearly 5 years of experience. He focuses on giving comprehensive financial planning touching investment, retirement, insurance, and estate planning, all with a tax first mindset.
Lynn Grose
Administrative Assistant
Hayden Fleming
Sales Assistant
Kathy Futch
Director of First Impressions
Kathy, Dan, and Vicki share our “Red Carpet” responsibilities for making our clients feel welcomed. They are generally the first faces one sees, the first voices one hears on the phone, greeting clients & scheduling appointments.
Dan Jones
Director of First Impressions
Kathy, Dan and Vicki share our “Red Carpet” responsibilities for making our clients feel welcomed. They are generally the first faces one sees, the first voices one hears on the phone, greeting clients & scheduling appointments.
Vicki Turner
Director of First Impressions
Kathy, Dan and Vicki share our “Red Carpet” responsibilities for making our clients feel welcomed. They are generally the first faces one sees, the first voices one hears on the phone, greeting clients & scheduling appointments.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.