Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions through our comprehensive assesment and independent advice.

There are times when we will take a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. By relying on the knowledge of our team, we'll help you take a conservative approach to growing and preserving your wealth.

 

S. Ryan Edwards - LPL Financial Advisor (view bio)

As a financial advisor Ryan takes great care to understand his clients' financial objectives and creates a personalized plan to help them pursue their goals. He also specializes in retirement income planning, tax reduction strategies, and small business retirement plans (401ks).

 

Les Stewart - LPL Financial Advisor (view bio)

As a financial advisor Les serves families and business owners and works hard to build a comprehensive plan that helps them address their long term financial objectives. He also specializes in equity research, legacy planning, and keeps up to date on the regulatory environment.

 

Bob Fincher - LPL Financial Advisor (view bio)

As an advisor Bob works closely with you to assess your current situation, identify the risks to your long term goals, and gather the information needed to develop a customized plan and implement a series of strategies that will help you to pursue your vision for the future. He also specializes in broad market oversight and direction, risk management, and goals based planning software.

 

Kelle Huffman  - Director of Client Services (view bio)

In addition to supporting SRP's office administrative staff, as Director of Client Services for Bob Fincher, Kelle is responsible for the overseeing their client relationships, helping to coordinate the administrative needs and services required, and communicating with clients to ensure they are comfortable with their financial plans.

 

 

                  Lesly Collins  - Director of Client Services

                    Lesly runs the day to day operations of Southeast Retirement Planners. She provides administrative support by                          gathering of client information, processing of paperwork, and handling service issues for all client accounts;                                freeing the advisors to focus on creating financial strategies for new and existing clients. She is also responsible                          for the compliance records, facilitating customer communications, and  the logistics of the scheduling in our busy,                      growing practice. Lesly is not registered with LPL Financial.

                  Gayle BallardMarketing and Events Coordinator

                    Gayle plans, coordinates, and manages the extensive marketing platform for Southeast Retirement Planners. It's                        important that we keep our clients informed through regular newsletters and communications as well as provide                        informative workshops on a variety of topics for our clients and their friends. Gayle is also the point person for all                        of our social gatherings, client appreciation events, and our Private Client Events. Gayle is not registered with LPL                      Financial.

 

               


Our Other Professional Resources

Because your financial situation is often complex, our team typically works directly with other professionals to design and implement the strategies that will help you to pursue your goals. We rely on a network of professionals who provide technical advice as required.

Some of the professionals we work with include:

  • Estate Attorneys
  • Accountants & CPAs
  • Lending Solutions
  • Life Insurance Specialists
  • Long Term Care Specialists
  • Trust Departments
  • Charitable Foundations

 

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.  Services provided by companies listed on this page are separate from and are not affilited with or endorsed by LPL Financial.  You are under no obligation to use the services of any of the entities we work with and may choose any qualified professional to provide tax, CPA, legal, lending, life insurance services or "any of the services described above".