Our Team
As an independent wealth advisory firm our singular focus is on the client. We do not have mandates from a corporate home office on how to serve clients, manage portfolios or use proprietary products. We work with our clients to find the strategy that bests suits them, and then, through planning, execution, and adaption of that strategy keep them on track.
Our goal is to enhance your financial independence.
Justin Souma CFP®, AAMS®
Managing Director
Justin Souma is both a CERTIFIED FINANCIAL PLANNER™ and an Accredited Asset Management Specialist™. He began his career as a financial advisor in 2004 with A.G. Edwards & Sons in Charlotte, NC. Holding securities licenses Series 7, 66, and 24 through LPL Financial, Justin also has various Life and Health insurance licenses for many states. The Highlands/ Cashiers area has been home for Justin since 2015 and he is active in the community, having held several board positions for non-profits and currently enjoys being a Rotarian in the Rotary Club of Highlands. When he is not in the office, he can be found on hiking trails, fishing local rivers, or on his tractor!
Jim Davis, AIF®
Client Relationship Manager
Jim has over 20 years of experience working with individuals and corporations in the financial industry, with retirement plans being his specialty. Jim has a bachelor's degree in Finance from Westminster College in SLC, UT. Through LPL Financial, Jim holds the Series 7 & 66 licenses, in addition to Health and Life Insurance licenses. In 2024 he earned the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies, and has specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Jim and his wife are “empty nesters” and enjoy walking their 2 husky dogs, hiking, fishing, and often travel back to SLC, UT and Jackson Hole, WY to visit family and friends.
Barbara Fish
Client Services Associate
A life long resident of Highlands, Barbara has an extensive background in financial services. Her finance career began at Bank of America in 2009 where she eventually served as the assistant branch manager in Highlands. She joined Justin in 2019. Now as a Client Service Associate, Barbara manages the Client Experience while keeping the office running smoothly.
Benji Souma
Goodwill Ambassador
Benji's duties include welcoming guests, boosting morale, and offering a comforting presence during busy days. When not hard at work, he enjoys long runs in the countryside, napping hard in the sunshine and as many treats as his stomach can hold.