Our Advisors

Wade t. chapman, aams

Wade founded CFS in order to provide simple, cost-effective and ethical solutions for individuals and businesses looking to achieve investment success. Wade earned a bachelors degree in finance from the University of Georgia. He is an Accredited Asset Management Specialist designee.

Lucinda Dallas, JD

Lucinda formerly served as the Vice President of SouthCrest Investments; a successful investment, trust and insurance division that she founded for its' regional banking parent company. Lucinda received her bachelor of Arts/History degree from Emory University and her law degree from the University of Georgia School of Law. She is also a graduate of the Southern Trust School.

lesley worsham

Lesley is an important and trusted member of the CFS team as she handles the daily service operations for our clients. Lesley began her career with VanDer Noord Financial, and joined CFS during the acquisition of some of that firm's Macon operations. 

esme mcgrath

Esme oversees the daily service operations of our Thomasville office and assists Lesley with administrative duties.