Rhonda Ferguson CFP®, CFS
Principal Planner
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As our principal planner, Rhonda works to ensure that each client is on a path to achieving his or her personal life and financial goals through conservative strategies. Having served as a financial planner since 1984, she has helped hundreds of families with their goals and objectives.

A Certified Financial Planner® (CFP®) and Certified Fund Specialist® (CFS®), Rhonda is a member of the Financial Planning Association, the American Funds Advisory Council, and National Planning Corporation's Pinnacle Progam. She holds a Bachelor's degree in Business Administration with a focus in Managerial Finance from the University of Mississippi, and she holds FINRA Series 7, 63 and 24 licenses, as well as insurance licenses.

In her personal time, Rhonda enjoys spending time with her husband, Todd, their two children, and two grandchildren. Rhonda is an avid runner and biker. On early mornings you can find her out and about throughout town running or riding her bike.

Personal Statement:
“I became a financial planner to help people reach their financial goals and objectives through conservative strategies. I know my clients have worked hard to have what they have. My goal is to not only protect assets, but also to help them go to bed at night without wondering if they should have done something different with their money."

Scott Ferguson
Planner & Partner
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Scott grew up helping in the family financial planning business and joined the firm in 2006. Active in the community, he has found his calling helping clients plan for the future in order to reach their financial goals and objectives. Scott attended the University of Alabama and holds FINRA Series 6, 63, & 65 licenses.

As one of our planners, Scott is in charge of assisting clients in achieving their life and financial goals through conservative investment strategies. From initial plan creation to montering a financial plan throughout a clients lifetime, Scott is there every step of the way.

Outside of the office, Scott enjoys spending time with his wife, Whitney, and their two children Bentley and Myers. Actively involved in the community, Scott has previously served as as Executive Committe President for United Way of Lowndes County and has coached recreational soccer since 2011. He currently serves of on the board of 200 million flowers, a Mississippi based non-profit focused on imporving the lives of the Foster Care Children throughout the state. Along with his son, Bentley, he is the founder of Little Hands, Big Trucks, an annual kid friendly event that benefits the United Way of Lowndes County.

Personal Statement:
“Financial Planning is all I’ve really ever known. I can remember sitting at the dinner table as a child, and hearing my mother talk about the markets. From a very young age I learned basic investment principals, and to this day those principals serve as the foundation of my financial planning philosophy. Being able to provide financial and investment advice to the hard working folks we serve is truly a dream come true. You have worked hard for what you have, and it is my job to make sure that your nest egg is working as hard as you did to build it!"

Maegan Stead
Communication Manager

We are strongly believers that communication is the key to successful relationships. Maegan Stead, communications manager, heads up our communications department. As our Communications Manager, Maegan is responsible for contacting clients with questions and updates from Rhonda and Scott. Her direct contact with our clients helps provide clear insight into specific changes in their financial needs and supports Rhonda’s and Scott’s ongoing planning recommendations.

Lauren Oswalt
Director of First Impression

As our Director of First Impression, Lauren Oswalt will nearly always be the first voice our clients hear when they call and the first smiling face when they walk through our door. Lauren serves as the face of our client service team. As our all-around-go-to team member, we like to think of her as our in-house “air traffic controllers”. She handles the scheduling of all appointments and meeting preparation along with a host of other administrative duties.

Kim Danner
Service Ambassador

Our client service team is led by our Service Ambassador, Kim Danner. As our Service Ambassador, she is here to help to with any and all service related issues. She is constantly in contact with our investment management service companies, accomplishing simple to difficult transactions—from registration changes for estate planning, to setting up automatic income or investment programs, address changes, and more. In addition she supports our entire team by performing numerous administrative activities.

Racheal Scott
 Communications Manager Emeritus

Now retired, Racheal played an active role within our team assisting Rhonda & Scott by replying to client questions and delivering information. In the spirirt of a family-owned business, Racheal is Rhonda's mother and Scott's grandmother, giving her the unique qualification of knowing our planners their entire lives!