Broker Check

Team

 

Wade T. Chapman, AAMS

Accredited Asset Management Specialist

(229) 236-0322

wade@cfswealth.com

Wade founded CFS in order to provide simple, cost-effective and ethical solutions for individuals and businesses looking to achieve investment success. Wade earned a bachelors degree in finance from the University of Georgia. He is an...
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R. Fort Mason

Investment Advisor Representative

(229) 236-0322

Prior to joining CFS, Fort worked as an advisor with Waddell & Reed. He has extensive experience working with private clients, businesses, and large retirement plans. Fort earned a Bachelor of Science degree in the University of...
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Stephen D. Anderson

Investment Advisor Representative

(478) 471-1875

Steve has over 20 years of experience with some of the best financial organizations in the industry, giving him a broad insight into client needs. Steve earned a bachelors degree from Augusta College, and a Master's in Management from...
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Lucinda F. Dallas, JD

Investment Advisor

(478) 471-1875

Lucinda formerly served as the Vice President of SouthCrest Investments; a successful investment, trust and insurance division that she founded for its' regional banking parent company. Lucinda received her bachelor of Arts/History...
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Lesley Worsham

Client Services Coordinator - Macon

(478) 471-1875

Lesley is an important and trusted member of the CFS team as she handles the daily service operations for our clients. Lesley began her career with VanDer Noord Financial, and joined CFS during the acquisition of some of that firm's...
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