Meet the Team

Delivering Confidence

While applying the personalized attention only a boutique firm can provide, we have access to the best investment and insurance products from the world’s leading institutions. We’re committed to crafting a custom financial strategy that combines education and technology to give you the confidence to pursue your dreams. We’re with you for the entire journey, to make sure your custom-crafted plan aligns with your goals and aspirations.

Mark Joyner, CFP®

Wealth Management Advisor CFP®

270-477-6250

mark@wmg.financial

Debbie Terry

Executive Assistant

270-477-6250

debbie@wmg.financial

Carol Conway

Client Concierge

270-477-6250

carol@wmg.financial

Betty Roper

Client Concierge

270-477-6250

betty@wmg.financial

Angie Poat

Chief Marketing Officer

270-477-6250

angie@wmg.financial

Ali Rose Joyner

Concierge

270-477-6250

alirose@wmg.financial

Peyton Joyner

Janitor

270-477-6250

Bailey Watts

Social Media Coordinator

270-477-6250

bailey@wmg.financial

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.