Invested in You

Pursuing your goals, together.

Our mission is to provide high-quality strategies customized to your needs.  Our goal is to be your primary source of financial guidance.  To this end, we concentrate our efforts on developing long-term relationships through a commitment of delivering highly personalized client service.

Our team of professionals distinguishes itself with both financial experience and personal service.  We strive to earn your loyalty through hard work, the right guidance, and an ardent dedication to pursing your goals, together.

Our New Location

Contact Information

Genesis Wealth Management

David Moreland, CRPC

Senior Vice President/Investments

Jason Scoggins, CMFC

Senior Vice President/Investments

William White III

Senior Vice President/Investments

Will White

Financial Advisor

Diane Scoggins

Client Relationship Manager

Alexa Marie Mitchell

Client Service Associate