Your wealth. Your goals. Our commitment.
Our decision to enter the financial profession comes from a very personal place. For years, we watched friends and family struggle to find clear, reliable guidance as they planned for their financial futures. Those experiences shaped our desire to serve others with the knowledge and training we’ve gained in this field.
Over time, we’ve built a reputation for explaining financial concepts in a way that feels approachable and understandable. We take pride in helping individuals feel more informed and confident as they make decisions that matter to them.
Our roots in this community run deep, and we remain dedicated to being a resource our clients can rely on with clarity, integrity, and care.
Financial Planning
Kerry Milligan
CERTIFIED FINANCIAL PLANNER® | Certified Fund Specialist | Enrolled Agent | Financial Advisor (Gulfport & Biloxi)
228-831-1477
Makenah McIntosh
Accountant | Tax Advisor | Executive Assistant to Jason Gass (D'Iberville)
228-388-5032
Tye Erkintalo
Wealth Operations Assistant to Jason Gass (Poplarville & D'lberville)