Sonny graduated with a Bachelor of Science Degree in Accounting from Delta State University and practiced as a CPA and financial advisor for over 40 years. Sonny is active in St. Philips Episcopal Church, The Commemorative Air Force, and Quiet Birds, a club for pilots. He is the firm’s Chief Executive Officer and Chief Compliance Officer.
Tom S. (Sonny) Davenport
Jane graduated with a Bachelor of Science Degree from Louisiana Tech University and later earned the Certified Financial Planner designation. Jane is a consultant with DWD while also working in spiritual formation and direction through the United Methodist Church, directing the Ross Lynn Charitable Foundation (www.rosslynnfoundation.org) and enjoying her four grandchildren.
Henry M. (Hank) Drake Jr. CPA/PFS
Hank has a Bachelor of Science Degree in Business from Delta State University, a Master of Professional Accountancy Degree from Mississippi State University, and served as a Captain and pilot in the United States Air Force. He is a Certified Public Accountant (CPA) and has earned a Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants. He has been assisting his clients with taxes and financial planning over the course of his career and has practiced as a CPA and financial advisor for over 35 years. He is a member of our Investment Advisory Team and has served his community extensively. To name a few of his many hats, Hank served as an alderman of Port Gibson for 7 years, is head of the Wintergreen cemetery, leads the American Legion Post 54, has served on the Delta State University Foundation, has been an instructor at Alcorn State University, and served as one of the commissioners of the Grand Gulf military park.
Ellen McCool Hazlewood
Ellen earned both a Bachelor and a Master of Professional Accountancy from Mississippi State University. She has over 25 years of experience in accounting, legal, and financial services, having worked in public accounting in tax, for the Mississippi Public Employee Retirement System, in banking, and for both employee benefits and estate planning & probate attorneys. She is a member of our investment advisory team, works with employers and their retirement plans, and completes special projects for individual clients. Ellen is an active member of Grace Crossing Baptist Church and the Germantown High School Band Booster program.
Linda has over 35 years of experience in various aspects of client services. She is responsible for maintaining our Fidelity Investment accounts and maintains our correspondence services.
Suzie has a Bachelor of Science Degree in Accounting from Mississippi State University. She is responsible for concierge services for clients, directs the implementation of the business development plan designed by the team, and is a member of the investment advisory team. Suzie is an active member of Chapel of the Cross Episcopal Church in Madison and has served on the vestry and chaired several fundraising events.
Douglas White, PhD NSSA BFA(TM)
Doug graduated from Millsaps College with a Bachelor of Science degree, earned a Master of Arts from SUNY at Buffalo, and his Doctorate from Arizona State University. He taught college before joining the firm and has since earned both the National Social Security Advisor (NSSA) certification and Behavioral Financial Advise (BFA™) certification.