Our story

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. 

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. As a member of the investment community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.    


Our Offices

1515 Bass Rd. Suite D.                   121 N. Broad st.               3020 Roswell Rd. NE Suite 200

      Macon, GA 31201                      Thomasville, GA 31757                     Marietta, GA 30062

         478-471-1875                               229-236-0322                                  404-538-7768


Our Advisors

 
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Wade t. chapman, aams

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.

R. fort mason

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 Georgia's Family Financial Planning Program.

 
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Stephen d. anderson

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 Webster University.

lucinda f. 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.

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Lesley worsham

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 Macon operations.