Who We Are

Matthew R. Clegg joined Wilson Investment Group in 2001 to provide customized strategies to his clients. His ability to make the most complex of financial issues simple to understand serves as a key component of his practice...

Brad C. Wilson joined the Wilson Investment Group in the fall of 1998 and has since been coordinating the financial planning needs of his clients. His “serve first” philosophy has been the focus of his practice....

Richard (Dick) H. Phelan has been assisting individuals with their financial direction since 1992, when he joined the Wilson Investment Group. His attention to thorough financial planning has provided him excellent client...

Keith L. Pridgen, a financial planner and Registered Principal, uses a holistic approach in helping clients reach their financial goals. Identifying solutions, assessing risk tolerance, and walking clients through the various steps is criti

Hope H. Brackin joined Wilson Investment Group in May of 1990. She brings outstanding compliance, management and organizational skills to the firm....

Joining Wilson Investment Group in 2006, Monica Venable specializes in building relationships with clients. She also coordinates responsibilities for the firm as a whole. Monica graduated from Auburn University with a B.S. degree in...

Blake Prestridge joined Wilson Investment Group in the spring of 2013 and is dedicated to providing a high level of service to the firm’s clients. He is passionate...

Ben Brackin joined Wilson Investment Group in January 2020 as a Client Service Professional. Ben has a passion for serving the needs of others and a devoted heart in building and maintaining relationships with everyone around him. He...

Jack Estes joined Wilson Investment Group as a part-time employee in the fall of 2018, and in January of 2020, he began his full-time employment with the firm. Jack’s strong attention to detail ensures the day to day operations...