Sitting down with a financial advisor doesn't have to be uncomfortable! Many people sit down with us and don't become clients. That may sound odd, but not every conversation needs a business transaction. Bring us your questions, we'll give you answers in your terms – then we can both decide if working together makes sense.
Our office primarily works with families that have complex financial needs, healthcare professionals and retirees. We enjoy working through life's intricacies and providing solutions. This often leads us to working with other financial professionals, such as accountants, attorneys and bankers. Most importantly, we provide guidance and education around decisions made. This allows us to demonstrate that we're working in your best interest.
When you call us or come in, you'll be greeted by Melisa Murphrey, who's been with us since 2021. She runs the office and provides a high standard of client care. She's married to Tim and has two grown daughters, Katie and Emily.
My wife, Marissa, and I have three girls, Aubree, Mary Middleton and Lucy. My dream is to be the dad that I had for them, and most days, two of the three say that I am. We are active members of First United Methodist Church in Shreveport and enjoy attending community events with friends. We love to travel and we're always looking for recommendations.
If this sounds like a team with whom you'd enjoy working with, give us a call. We enjoy helping people, and we look forward to helping you and your family.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Wine Collecting/Enthusiast
Phone NumberWil Adams at (318) 741-0085
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