Meet the dedicated professionals behind our firm.
Joel C Hughey Sr – Principal
Joel C. Hughey Sr. is a holistic financial advisor with expertise in financial solutions that help his private clients protect their income, build and preserve wealth, and leave financial legacies. Joel holds professional licenses for life, disability, and long-term care insurance. He also has earned the FINRA Series, SIE,6,63,65,7 and 24 (General Principal) Licenses.
Antonio James – Partner
Antonio knows that our clients have worked tirelessly to finally enjoy the fruits of their labor in retirement, and he’s motivated to help them explore their dreams instead of deferring them. He’s equally excited to be part of the team— drawn to the firm’s vibrant culture that fosters both personal and professional growth. Antonio was inspired to join the financial services industry because of his love of helping people and his knack for numbers.
William Thompson – Agent
For William, financial planning isn’t just a job; it’s an opportunity to help people breathe more easily. He believes everyone deserves that deep sense of security and clarity around their finances. William understands that the financial world can often feel overwhelming, and his passion lies in simplifying complex concepts to help clients confidently pursue their goals. He was drawn to firm because of its faith-driven values and team environment. Willaim thrives on collaboration and the shared commitment to serving clients with integrity and purpose.
Latanya Settles – Agent
With a love of economics and a natural desire to help others, LaTanya has proven to be a perfect fit for her role with the firm. She considers impacting someone’s life in a positive way the greatest gift her career provides. With a passion for physical fitness as well, Latanya believes that true freedom includes the time and health to enjoy your life.
Cornelius Greenhill – Agent
As an agent at the firm, Cornelius is passionate about helping the families we serve live out their retirement dreams with confidence and clarity, without unnecessary financial worry. Cornelius has been with the firm since the ground floor playing an active role in shaping how the firm serves families today and helping team members grow. He ultimately decided to join the firm because of his strong belief in the firm’s mission, high standards, commitment to excellence, Christian values, and its client-first approach.
Titus Anderson – Agent
Titus is passionate about getting to know clients so he can walk them through all available strategic solutions and help create intergenerational wealth plans. Since joining the firm, Titus has been helping clients manage their financial concerns and pursue their retirement dreams. Titus enjoys meeting with clients, hearing their stories and helping to make a plan for their retirement and financial wellness.
Darnell Merchant – Agent
Darnell works to make financial planning accessible and impactful for all hard-working individuals. He has always been passionate about personal finance and helping people. He sees financial planning as the perfect bridge between those two. To him, It’s a privilege to assist clients in solving financial challenges and reaching their retirement aspirations.”
Virgie Bullie – Agent
With more than 30 years in the financial industry, Virgie M. Bullie assists her clients with strategies focused on income protection, wealth structure, and legacy planning. Through intentional conversations centered around financial education and long-term planning, she guides clients in aligning their financial decisions with their future goals. Virgie is committed to providing clarity, structure, and personalized support designed to assist clients in building a strong financial foundation for themselves and future generations.
Iana Bautista – Executive Assistant
Iana is a dedicated Executive Assistant who is passionate about keeping operations organized and ensuring both clients and leadership receive exceptional support. Since joining the firm, Iana has played a key role in managing schedules, coordinating meetings, handling client communications, and streamlining administrative processes. She enjoys helping the team stay efficient, creating seamless experiences for clients, and supporting the company's mission through reliable and proactive service.