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 assessment 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.


Matt Starnes – LPL Financial Advisor (view bio)

As an advisor Matt takes a laid-back approach to working with his clients to pursue their financial needs by creating a comprehensive investment strategy. He also specializes in fixed insurance products, taxation projections, and cash flow planning.


Kelle Huffman  - Director of Client Services, Director of Trust Services (view bio)

Kelle supports SRP's office administrative staff.  She is responsible for overseeing their client relationships, trust services, 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 client information, processing 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 is important 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 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 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".