Meet Our Team

With decades of combined experience, our knowledgeable team inspires confidence by listening to you, responding to your needs, communicating opportunities and guiding you along the path toward financial independence. If this caring approach to wealth management appeals to you, contact us to schedule a no-obligation consultation.

Mark T. Lamkin, CFP®, MBA Founder & CEO	Don Woods Senior VP & LPL Wealth Advisor	Gary Smith, CFP® Senior Wealth Advisor
Diane Graham Office Manager & Team Leader	Rodney Brooks Senior VP & LPL Wealth Advisor	John C. Hutchins Senior Operations Associate
Jonathan Upton, CFP® Wealth Plan Investment Strategist	Neil Watkins Wealth Advisor	Terry Howerton Marketing Concierge
Kendall K. Perkins Director of Marketing	Greg Smith, CFP® Senior Wealth Advisor	Jason Woods Operations Associate

A Client-centric Approach to Service
Makes All the Difference

• Our service model is built around anticipating client needs
• Our responsive, experienced and vigilant team is committed to working dailyon your behalf
• Our service contract ensures a proactive approach, guaranteeing regular communication and instilling confidence

Importance of Teamwork

We achieve our high level of service through a team approach. Rather than having just one financial advisor working on your behalf, a dedicated group of professionals oversees your financial plan. In addition to Mark Lamkin, this team consists of wealth planners, wealth advisors and a number of support staff to ensure everything runs smoothly. Learn More