OUR TEAMThe SDP Team is made up seasoned financial specialsts
Conrad Slate, CLU, ChFC, MSFS
Conrad specializes in comprehensive planning for individuals and business owners. With over 40 years of experience, the key is in understanding what the client wants to achieve and then translating that into a plan of action that fits their timeline and comfort zone.
Email Conrad Slate at email@example.com
Rick Disharoon, CFP®, AIF®
Rick specializes in helping clients with their overall investment management. This involves a deep understanding of a client’s goals, objectives, and tolerances. Investment management encompasses all assets in a client’s net worth, not just those exposed to the stock market. Rick diligently focuses on diversification, liquidity, and the tax consequences of investing. Diversification and asset allocation strategies do not assure profit or protect against loss
Email Rick Disharoon at firstname.lastname@example.org
Will Parrish, CDFA™
Will specializes in Risk Management for his clients, who tend to be business owners and professionals, or long-standing employees of large corporations. Will focuses on protecting his client’s interests and assets, whether under the umbrella of a comprehensive financial plan, or through the use of financial products.
Email Will Parrish at email@example.com
Vickie Parsons returns to the SDP Team as the Business & Marketing Manager for our Fairfield Glade office. Vickie worked as Mike Brown’s Administrative Assistant from 2012-2015 and after living in Nashville for 3 years, she decided to move back to the community she loves. You’ll see Vickie each day at our offices in the Village Green Mall, or out and about at a variety of community events and activities. Vickie grew up in Cumberland County and is a resident of Fairfield Glade. She has 2 wonderful kids and 3 beautiful grandbabies that are also a part of the Fairfield Glade community. She enjoys golfing, swimming and music, and her favorite time of the year is of course… Football Season!
Email Rick Disharoon at firstname.lastname@example.org
Michael Brown, Registered Principal
Michael Brown has more than 36 years’ experience in financial services, specializing in estate and investment strategies. He maintains close relationships with attorneys, actuaries, trust companies, CPAs, and estate management specialists, who provide him with advice and the latest knowledge in a wide area of expertise as it pertains to client investment and estate issues.
For over 25 years, Quentin Ledford has specialized in working toward the financial security of business owners, professionals, their families, and their employees. Quentin puts forth every effort in working diligently to provide clients with valuable, professional guidance on the spectrum of financial tools and services available. Quentin focuses is to unify as a team the efforts of the respective attorneys, CPAs, and other professionals (as required) in integrating client resources to mitigate risks, avoid uncertainty, and provide real tangible value to every client.