We are a comprehensive financial services firm. Derrick Morton, CLU, ChFC brings over 30 years of experience working with clients on personal and business finance, as well as leadership, training, and teaching in the industry. Paul Morton brings over 10 years of experience focusing on physicians’ finance and education, being added to curriculum at multiple medical residency programs. No longer working independently, the strengths of both Derrick and Paul are utilized to serve businesses, physicians, and executives in the community and around the country.