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Olivia is a financial advisor and wealth planner who has been serving clients since 2018. She says she loves to serve “people who love people” and those who have unique, complicated financial pictures. Her greatest joy is making sense of the complicated and creating the pathways for people to achieve their dreams.
 

Olivia’s interest in finance and investing started in childhood. In fact, she maxed out a Roth IRA when she was only 12!  After graduating from Brandon High School, Olivia earned an undergraduate degree in Managerial Finance. Beyond finance, Olivia is a lifelong athlete and played D1 basketball at the University of Louisiana at Monroe. She’s also a committed volunteer, helping with women’s charities and building homes internationally in Guatemala, Nepal, and Paraguay.

Dan Countiss has been serving clients as a financial advisor and wealth planner since 2010. He says his favorite times serving clients are when he is able to celebrate a client’s retirement from full-time work. Those celebratory milestones fuel his desire to help more families and people.  

A lifelong resident of Mississippi, he earned an undergraduate degree in Marketing & Finance and a master’s degree in Human Resources. Before becoming a financial advisor, Dan owned and successfully ran his own company, making him an ideal partner for entrepreneurs. Dan is also a US Army Veteran and credits the army for providing him with important leadership experience. Married to Karen for over 40 years, Dan is the proud father of two grown daughters. He’s also an avid golfer.

Christy Walker serves as a Client Services Associate, overseeing the day-to-day servicing of clients and ensuring a seamless client experience. Originally from New Orleans, Louisiana, Christy previously worked with a State Farm agent, where she held licenses in Property and Casualty, as well as Life and Health insurance. Following Hurricane Katrina in 2005, she and her family relocated to Madison, MS.

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Christy is the proud mother of two grown children, Corey and Kennedy. Corey currently resides in Chicago. Kennedy recently graduated with honors from Jackson State University and will soon begin teaching at Northwest Rankin High School. Christy is a dedicated Saints fan who watches every.single.game. She also enjoys taking cruises and is eagerly anticipating her 18th cruise in April 2025.

Kristen is a paraplanner specializing in designing comprehensive financial plans to help clients achieve their financial goals. She has spent nine years in the industry and holds the Certified Financial Planner™ designation. Previously, Kristen spent 10 years as a middle school English teacher, where she developed a passion for education, communication, and helping others succeed.

Originally from Philadelphia, Kristen has lived all over the country and earned her bachelor's degree in English from the University of Massachusetts in Amherst and her master's degree in education at the University of California in Santa Cruz. She enjoys traveling, reading, playing beach volleyball, and considers herself to be a lifelong learner.

Ryan is an experienced investment professional with nearly 25 years of expertise in research, portfolio management, and advisory operations. His passion lies in helping clients navigate complex financial landscapes and creating tailored strategies to meet their unique goals. His greatest joy is mentoring others and contributing to the advancement of finance and investing.

Ryan’s interest in finance began early in life, inspired by his innate curiosity and love of learning. He earned a BS in Business Administration with a major in Finance and a minor in Economics from the University of Missouri–Columbia and later completed an MBA with a concentration in Finance from Saint Louis University. He is a CFA Charterholder, CERTIFIED FINANCIAL PLANNER™, and holds the CEPA and AIF® designations.

Beyond his professional life, Ryan is a dedicated husband and father of four. He enjoys golfing, traveling, and coaching youth sports. Ryan also invests in future generations by mentoring students and presenting at universities.

Virgilio Guardado is a graphic designer who lives and works in Brandon, Mississippi, specializing in branding and visual identities for clients.

Originally from Tegucigalpa, Honduras, Virgilio discovered his passion for design early, leading him to pursue an MFA in Graphic Design at Rochester Institute of Technology (RIT) in 2006. In 2009, he moved south to Jackson, Mississippi, where he met and married Erin. Together, they enjoy traveling and are proud dog parents to Pepper and Sir Humphrey Waffles.

Beyond design, Virgilio is an avid photographer and traditional sign-painting enthusiast who values creativity in every aspect of life.