Our Qualifications

We have been working with individuals and businesses in the area for over 30 years.

Barry Meeks obtained his CPA certification in 1980 and joined H. D. Vest Investment Services in 2009 as an Investment Advisor Representative. He obtained his Personal Financial Specialist credential from the AICPA in 2010 and is a member of the AICPA and Georgia Society of CPA's. He is also insurance licensed in the state of Georgia and Alabama. Barry has received the Pacesetter Outstanding Advisor Award for 2011 and 2013 from H. D. Vest Investment Services and was named a 2013 Five Star Wealth Manager.

Teresa Meeks obtained the Series 6 and 63 Security licenses and  became a Registered Representative for H.D. Vest Investment Services in August of 2013.. She is also insurance licensed in the state of Georgia.

Each of our professionals has extensive personal and professional experience.

Barry and Teresa are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.