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.
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John Garrard was born and raised in the Mississippi Delta. He attended Mississippi State, graduating with a B.B.A. in Banking and Finance. John worked for a bank in the Jackson, Ms., market, before enrolling at Millsaps College, where...
Investment Advisor Representative
Billy Garrard was born and raised in the Mississippi Delta. He graduated from the University of Mississippi in 1972 with a degree in Banking and Finance. His banking career began in 1972 with the Bank of Anguilla. While there, he...
Dena Lundberg, assistant at Optimum Financial Services, was born and raised in the Jackson area. After graduating from the University of Alabama, she moved to Atlanta and pursued a career in Human Resources. Working in the printing...