Established in 2008,we have years of collective and comprehensive knowledge and experience and we are able to provide the most value and innovation in our field. We provide a satisfaction guarantee for all services provided.
We take pride in delivering value-added advice, products and services to clients with unmatched levels of quality and integrity. We are constantly investing in opportunities for growth and diversification that take advantage of the firm's strengths. We believe in operating with discipline and focus throughout the company to ensure that the appropriate resources are committed to each business opportunity.
The companies’ founder Kattie M. White has a background in Business Marketing and Economics from Memphis State University and a designation as Corporate Retirement Plan Specialist. She has worked as an Independent Investment Advisor for Wall Street Financial Group and Financial Advisor for Waddell and Reed were she held a Bronze Award for advisory. She has over 17 years of experience as a financial consultant and 11 years in Mortgage Brokerage.
The company holds: $1 Million dollars in E&O InsuranceLicensing: Series 6, 7, 63, 66, Life & Health
