Sound Financial Strategies Group, LLC

Joel Holden Jr. is a CFP® with 17 years of experience in the financial services industry. He is currently affiliated with Sound Financial Strategies Group, LLC and has held roles at Comprehensive Asset Management and Servicing, Inc. and National Planning Corporation. Holden is involved in community activities through his membership on the Broadmoor Baptist Church Council and owns several small businesses including an accounting group. Sound Financial Strategies Group serves individuals, families, professionals, high-net-worth clients, trusts, estates, and not-for-profit entities by providing discretionary investment management, financial planning, insurance distribution, and retirement plan advisory services. The firm uses strategic asset allocation, tactical model selection, and ongoing portfolio monitoring, offering options such as Faith-Based Investing aligned with clients’ biblical values.

Carter Griffin is associated with Sound Financial Strategies Group, LLC and holds a Series 66 designation. He has one year of industry experience and has previously worked at firms including BDO and Horne LLP. Sound Financial Strategies Group serves individuals, families, professionals, small business owners, trusts, estates, and not-for-profit entities with discretionary investment management, financial planning, insurance product distribution, and retirement plan advisory services. The firm uses strategic asset allocation and tactical model selection, including a Faith-Based Investing option aligned with biblical values.

Jerry Grantham is a financial advisor with Sound Financial Strategies Group, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked with firms including Comprehensive Asset Management and Servicing, Inc., and Financial Strategies Group, Inc. In addition to his advisory work, Mr. Grantham serves as treasurer of a homeowners association and is an officer at Lakeland Presbyterian Church. Sound Financial Strategies Group serves individuals, families, professionals, small business owners, high-net-worth individuals, trusts, estates, and not-for-profit entities. The firm provides discretionary investment management, financial planning, insurance product distribution, and retirement plan advisory services, using strategic asset allocation, tactical model selection, and ongoing portfolio monitoring.

Laura Herrington is a CFP®, ChFC®, and holds a Series 65 license with four years of industry experience. She has worked at Sound Financial Strategies Group, LLC since 2022 and previously spent one year at New Perspectives, Inc. Prior to her financial advisory roles, she was employed at St Dominic for five years. Sound Financial Strategies Group serves individuals, families, professionals, small business owners, high-net-worth individuals, trusts, estates, and not-for-profit entities with discretionary investment management, financial planning, insurance product distribution, and retirement plan advisory services. The firm employs a strategic asset allocation approach, offers a Faith-Based Investing option, and typically exercises full investment discretion with at least annual client account reviews.

Christine Cole is a financial advisor at Sound Financial Strategies Group, LLC in Madison, MS. She holds a Series 65 designation and has 12 years of experience at Sound Financial Strategies Group and National Planning Corporation. Sound Financial Strategies Group serves individuals, families, professionals, small business owners, high-net-worth clients, trusts, estates, and not-for-profit entities with discretionary investment management, financial planning, insurance product distribution, and retirement plan advisory services. The firm uses strategic asset allocation and tactical model selection, offering options including Faith-Based Investing aligned with clients’ biblical values.

Jett Stuart is an advisor at Sound Financial Strategies Group, LLC in Madison, MS, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at APW Inc, Trustmark Bank, and several other organizations. Sound Financial Strategies Group serves individuals, families, professionals, small business owners, high-net-worth individuals, trusts, estates, and not-for-profit entities, offering discretionary investment management, financial planning, insurance product distribution, and retirement plan advisory services. The firm employs strategic asset allocation, tactical model selection, and ongoing portfolio monitoring, and provides a Faith-Based Investing option aligned with clients’ biblical values.