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Our People

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Rodney Gholson

Investment Professional

(618) 658-7008

Rodney grew up in northern Illinois but has lived in Southern Illinois since 1981, when his dad became a pastor at a church in Ullin, IL. In 1985 Rodney’s dad became of First Baptist Church in Vienna, and Rodney has made Vienna...

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Erin Lehman

Client Care Manager

(618) 658-7008

Erin is a native of Southern Illinois. She resides in Vienna with her husband Kyle and two children Briley and Amelia. Erin owns and operates Wartrace Martial Arts and Fitness. In Erin’s spare time she enjoys reading, boating,...

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Alex Waters

Director of First Impression

(618) 658-7008

(618) 658-8207

Alex was born and raised in Southern Illinois and graduated from Goreville High School. At Goreville High School she competed in varsity athletics and now coaches cheerleading at Vienna High School. Alex now resides in Vienna with her...

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