Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Alan Tipton is a Wealth Advisor with Crescent Capital Management and has over 27 years investment experience. He is a second generation financial advisor. He specializes in working with High Net Worth clients, including accountants and...
Arthur Lee Smith is a Wealth Advisor with Crescent Capital Management and has over 40 years of investment experience. He is a Chartered Life Underwriter and a Chartered Financial Consultant and holds FINRA Series 7 and 63 registrations...
Client Services Associate