Our Team

Your Best Interests Will Always Come First

Our team of qualified financial advisors and wealth managers is experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clients’ best interests.

Our Team of Trusted Financial Professionals

Judy Cole Founder

Charles B Wright President

Christopher Cox Financial Advisor

David Greene C.P.A.

Rebecca Hale Financial Advisor

Anita Batts Financial Advisor

George Lambert CMO

Charles Ogden Office Manager

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[Firm Name] is a full-service financial firm dedicated to helping those in the [Firm City] area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

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Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. [Firm Name] and Sound Income Strategies, LLC are not associated entities. [Firm Name] is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

A franchise of The Retirement Income Store.

Our Team

Your Best Interests Will Always Come First

Our Team of Trusted Financial Professionals

Schedule A Complimentary Consultation

Contact Us

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