Addi Locke

As a Financial Advisor, I am devoted to delivering a personalized experience to help individuals, families and businesses achieve their goals and dreams. I take the time to get to know each client, collaborate on the right action plan and strategy, and help implement a plan for long term success. I am an advocate of my clients' goals, passions, and what they care about most. I have a heart to serve others, add value, and give clarity to my clients' financial futures.

I was a competitive gymnast in college at the University of Auburn and finished my career at Texas Woman's University. Being an athlete throughout my entire life has nurtured a competitive spirit in me which drives my daily efforts in both my personal and professional life. Beyond my own goals (as a triathlete, wife, mom, and friend), I am dedicated to being relentless in helping my clients protect and optimize their income, as well as growing their wealth! I am a strong believer in working with a financial advisor that is trustworthy and readily available to you. This is the dedication I promise to bring to each and every person I encounter, listening and assisting you in every aspect of financial planning.  Do not hesitate to reach out if you have any questions or if you're interested in getting a financial plan started. The only thing I ask for is your time. Starting great conversations is what I do every day. 

I look forward to working with you,

Addi