Sound Financial Strategies Group, LLC

Joel Holden is a financial advisor at Sound Financial Strategies Group, LLC in Madison, MS, with 16 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Comprehensive Asset Management and Servicing, Inc., Sound Financial Strategies Group, Inc., and National Planning Corporation. Outside of his advisory role, he is involved in local community activities as a member of the Broadmoor Baptist Church Council and owns a bookkeeping business for small companies. Sound Financial Strategies Group, LLC provides discretionary investment management and advisory services primarily to families, small business owners, professionals, trusts, estates, and nonprofit entities. The firm employs a portfolio enhancement team approach with strategic asset allocation and offers an optional faith-based investing strategy.

Jerry Grantham is a financial advisor at Sound Financial Strategies Group, LLC with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Grantham has worked with firms including Comprehensive Asset Management and Servicing, Inc. and Financial Strategies Group, Inc. Outside of his advisory role, he serves as treasurer for a homeowners' association and is an officer at Lakeland Presbyterian Church. Sound Financial Strategies Group, LLC provides discretionary investment management and advisory services primarily to families, small business owners, professionals, trusts, estates, and nonprofit entities. The firm employs a portfolio enhancement team approach to construct personalized, fee-based portfolios and offers an optional faith-based investing strategy.

Laura Herrington is a CFP®, ChFC®, and Series 65-licensed advisor with three years of industry experience. She has worked at Sound Financial Strategies Group, LLC since 2022 and previously held positions at New Perspectives, Inc, St Dominic, and Baptist Health Systems. Sound Financial Strategies Group, LLC provides discretionary investment management and advisory services primarily to families, small business owners, professionals, trusts, estates, and nonprofit entities. The firm employs a portfolio enhancement team approach, offers a faith-based investing option, and manages approximately $183.7 million in discretionary assets as of year-end 2024.

Christine Cole is a financial advisor at Sound Financial Strategies Group, LLC with four years of industry experience. She holds a Series 65 designation and has been with Sound Financial Strategies Group and National Planning Corporation since 2014. Sound Financial Strategies Group provides discretionary investment management and advisory services primarily to families, small business owners, professionals, trusts, estates, and nonprofit entities. The firm employs a team-based approach using strategic asset allocation, tactical model selection, and ongoing portfolio monitoring, and offers an optional faith-based investing strategy.