Our Team

As a financial advisor, I am energized and fascinated by working with clients — small business owners and families — each with their unique challenges and aspirations. In 2009, I joined Bullard Financial Group, and since 2020, I have...

As Chief Operating Officer, I ensure the firm runs smoothly behind the scenes while staying closely involved with clients’ portfolios. I take pride in assisting Meagan create investment strategies tailored to each client’s unique goals.

As a Marketing Specialist and Retirement Plan Liaison at Sound Generational Wealth, I combine data-driven strategies with engaging communications to connect people with financial tools that empower generational impact. With a B.S. in...