Our Team

How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Lee Johnson, CPA, CGMA, CFP®

Managing Partner | Chief Investment Officer

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Jason Lockridge, CFP®

Partner | Chief Operating Officer | Chief Compliance Officer

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Sandie Neal, CPA

Accounting and Tax Manager | For Sigma Clients

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Tamie Sorrell, MBA

Director of Marketing and Client Experience

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Ramonda Scott

Director of Operations

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Mark Coffman

Vice President of Business Development

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Lexi Hearn, MBA, CFP®

Retirement Plan Coordinator and Financial Advisor

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