A community approach
to serving you.
Your team
Our office is comprised of 2 independent financial planners, 1 team and 2 administrative assistants, each collaborating with their own clientele. Collectively, our office has over 145 years of industry experience. While independent of each other, our proximity cultivates a community approach to serving our client’s needs.
PRESIDENT
Paul Corley
CFP®
Dad to 3 children and 1 golden retriever
Papa to 7 grandchildren
Husband to a lovely wife
Christian serving God
Fisherman, lover of good food, classic car owner
Certified Financial Planner
VICE PRESIDENT
Grant Corley
Financial Planner/OSJ
Dad to 3 children and 1 golden retriever
Husband to a wonderful wife
Christian serving God
College athletics fanatic, golf enthusiast, wannabe Big Green Egg pit-master
Financial Planner
Independent planners
INDEPENDENT PLANNER
Joe Cooper
CFP®
Dad to 2 children and 1 golden retriever
Grandfather to 2 grandchildren
Husband to an outstanding wife
Christian serving God
Kentucky Wildcats fan and Military Aircraft enthusiast
Certified Financial Planner
INDEPENDENT PLANNER
Kelly Cook
Financial Planner
Dad to 3 children and dogs Duke and Shadow
Husband who married up
Christian serving God
Outdoors enthusiast & tennis player since birth
Hilltopper
Financial Planner
Fay Clark
Registered Administrative Assistant
Mother to 2 children
Granna to 7 grandchildren
Wife to a sensational husband
Christian serving God
Genealogy savant, AirForce brat, Tolkien aficionado
Registered Administrative Assistant
Crystal Poynter
Administrative Assistant
Mother to 1 child
Wife to a tremendous husband
Christian serving God
Hispanic cuisine culinarian
Frequent camper, scrapbook lover, aspiring painter
Administrative Assistant
GOLDEN RETRIEVER
Gracie
Corley
Barking Assistant to Paul Corley
GOLDEN RETRIEVER
Bear
Corley
Barking Assistant to Grant Corley
GOLDEN RETRIEVER
Lottie
Cooper
Barking Assistant to Joe Cooper
GOLDEN RETRIEVER
Duke & Shadow Cook
Barking Assistants to Kelly Cook
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