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M. Wade Sims, Jr.
Partner, Managing Director -
Alan Lamar, CPWA®
Partner, Managing Director -
Bob Coffin, CFP®
Partner, Managing Director -
Trey Hannah, CFP®
Partner, Managing Director
Responsive Service.
Behind every great client experience is a dedicated support team. Meet the professionals who help keep everything organized, responsive, and moving forward.
Our Partners
Independent, Backed by a Client-First Institution.
Securities and investment advisory services are offered through &Partners, LLC, member FINRA and SIPC, and client assets are held at National Financial Services LLC (NFS), a Fidelity company.