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Meet The Benefit and Financial Strategies Team

At Our Firm, We Have The Client—and Only The Client—In Mind.

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.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

William  Morrison

William G. Morrison, ChFC®

Managing Partner, ChFC®, Financial Professional

Mike Sherwood

Michael D. Sherwood

Financial Professional

Corey Raths

Corey Raths, CFP®, CRPC®, AAMS®

Certified Financial Planner

James Straight

James Straight

Financial Professional

Brandi Boudreaux

Brandi Boudreaux

Retirement Account Manager

Emily Giralt

Emily Giralt

Practice Manager

Andy Philips

Andy Philips

Financial Professional

Bianca Chavez

Bianca Chavez

Client Relationship & 401(k) Specialist

Tayton Bair

Tayton Bair

Intern-Client Service Representative

Veronica Mueller

Veronica Mueller

Group Benefits Account Manager

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. 

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.