Meet Your Financial Planning & Investing Team

For more than 30 years, we’ve been honored to support the financial goals of investors, entrepreneurs, and families across the great state of Mississippi. Now, we’re excited to introduce ourselves to you.

We know what it's like to feel anxious about making the right financial decisions.

Few people are taught how to successfully navigate the financial world when they're young. Combine that with the high status society places on financial success and we end up worried about our financial futures despite being in the top 10% wealth bracket in the world. 

That doesn't have to be your story. 

Sound-Financial-Advisors

When Sammy Dean and Danny Matthews started Sound Financial in 1993, there was no shortage of financial salesmen willing to sell. Finding advisors with a teacher's heart was much harder.

They set out to educate clients about their finances, not just sell them on a product. That mission continues three decades later as our company has grown

In that time, we've helped thousands of clients understand their money and achieve financial success using five core principles and a simple planning system that's worked for centuries. 

Choosing your financial advisor is an important decision. 

When you work with our team at Sound, not only will you get skilled advisors that have developed a reliable Rules-Based investment approach, you will get a team that believes the Bible is authoritative and impacts how we make decisions -- including what to do with our money. 

Confidently achieve your financial goals in a way that brings freedom, not burden! 

Schedule an Appointment

Meet Our Team

Jerry-Grantham

Jerry Grantham

CHFC, Senior Financial Advisor
Joel-Holden

Joel Holden

Co-founder & President / Chief Operating officer
Chris-McAlpin

Chris McAlpin

Co-Founder & Chief Experience Officer
Christine-Cole

Christine Cole

Client Service Advisor / Client Services Manager
Laura-Herrington

Laura Herrington

Client Services Advisor
Susan-Mitchell

Susan Mitchell

Client Services Representative
Tonia-Ray

Tonia Ray

Client Service Representative / Marketing Coordinator
Vicki-Van-Wick

Vicki Van Wick

Client Services Representative

Money By the Book

The 5 Biblical Money Principles that Work in Our Modern Economy

Download our free e-book and learn how to develop a financial plan that's God-honoring and leads to financial freedom.

Money-By-The-Book-Chris-McAlpin