Broker Check

Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jason B. Covington

Senior Financial Advisor


Influence, Education and Career TransformationAt the age of 10, my fascination with investing was sparked while depositing my paperboy paychecks into the local credit union. I couldn't help but wonder how I could put my money to work...
Read more