Client Stories
“Jimmy is an aggressive problem solver who works hard to meet needs. I am always confident that if there is a solution, he will find it.”
Chattanooga, TN
Help in a Pandemic: Nonprofits Need Partners
Four organizations with four distinct missions, but all vital to the communities they serve. When faced with financial uncertainty beyond their control, they needed a partner to help them navigate a new and developing relief program.
“[Wendy] cares and takes ownership. I spent over 30 years in banking, and I would hire this person!”
Myrtle Beach, SC
Help in a Pandemic: Upstate South Carolina
Two nonprofits serving very different missions in the same community now faced the same dilemma. Support from their trusted financial advisors not only carried them through but helped further their missions in more ways than one.
“[Dennis] answers the phone before three rings and says, ‘Hello, Cindy.’ Can’t get better service than that.”
Gardner Construction in Mt. Juliet, TN
Help in a Pandemic: Community Small Business
Small businesses are the backbone of any local economy. They not only employ millions of people nationwide; they can also support the operations of many larger companies and contribute to a community's quality of life. When the pandemic suddenly cut off revenue for these vital institutions, they needed a lifeline to keep the doors open.
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