> Qualifications

Margery Mattox, President of the firm, is an alumnus of Xavier University MBA program, the University Of Cincinnati BBA, College for Financial Planning in Denver, Colorado, CFP®.

We draw upon our experiences in banking, trust and tax, stock brokerage, lecturing and teaching in the development of your financial plan and the financial strategies that may benefit multiple purposes. 

Certified Financial Planner Board Of Standards as a licensed practitioner
Insurance licensed, life, annuity