Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Brandi Holmes, CFP
Wealth Advisor
"Everyone deserves to have a BFF (Best Friend in Finance)".
Eric Copeland, CFP®
Private Wealth Advisor
Not long ago, my travels in Ireland brought me some special insights. As I stood in the doorway of a fifteenth-century castle, I thought about times past. And since I am a financial planner, I thought about financial planning as it...
Wallace Carlson
Private Wealth Advisor
Wallace is a Wealth Manager working closely with a select clientele to assist them through the challenging, and sometimes confusing, world of financial markets. Wallace previously worked with Fidelity Investments assisting clients with...
Janene Warren, CFP®
Private Wealth Advisor
John Michel
Private Wealth Advisor
John Michel is a Financial Advisor with a vast knowledge base, strong integrity, and over 22 years of industry experience. He specializes in making clients’ financial goals and aspirations become reality. As a former U.S....
Joy DeAnda
Private Wealth Advisor
Joy DeAnda has been helping people toward and through their retirement for 23 years. She joined Anchor Private Planning because of the integrity and vast experience among the advisors at the firm. Prior to her current position,...
Penny McCall
Private Wealth Advisor
Penny McCall has been the Owner and Independent Financial Advisor of McCall Financial & Benefits Group LLC since 2014. She worked in the banking and financial industry for 25 years before embarking upon retirement planning. Her...
Shannon DeLoach
Client Relations Manager
Shannon has worked in the financial services world for over 25 years. She attended Baylor University where she received a degree in Financial Planning and Real Estate. She and her husband Elliot have been blessed with two wonderful...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.