Our Advisors

Wade t. chapman

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 Accredited Asset Management Specialist designee.

Lucinda Dallas, JD

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 degree from Emory University and her law degree from the University of Georgia School of Law. She is also a graduate of the Southern Trust School.

stephen Anderson

Steve has decades of experience with some of the best financial firms in the industry, giving him broad insight into client needs. Steve earned a Bachelor’s degree from Augusta College and a Master’s degree in Management from Webster University.  

esme mcgrath

Esme oversees the daily service operations of our clients, handles administrative duties, and works in our Thomasville office.