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Ellis "Jimmy" Shiver

Mr. Jimmy graduated from Georgia Southern University in 1969 after growing up in the surrounding area. He specializes in investment management and enjoys working alongside retirees.

Todd followed in his father’s footsteps after graduating from Valdosta State University in 1999 and joining the financial industry shortly after. He spends most of his time growing relationships with our current and potential clients.

Jared McGahee, CFP®

Jared graduated from the University of Georgia in 2004 and realized his passion for financial planning. He specializes in the field of financial planning and analysis. Jared enjoys helping people create their own unique strategy for retirement through thinking outside of the box to create a plan based on unique needs.

Greg attended Valdosta State University and graduated in 2008. He focuses on helping people understand and decide what to invest in and what to plan for. Greg believes in selecting investments that fit well within the plan he and his clients create together.

Stephanie has 13 years of financial industry experience and specializes in the transfer of assets, settling estates, trust funding, and account-related tax issues.


Lisa is our new Client Service Associate. She has 12 years of banking customer service experience, and a passion for helping others. Lisa and her husband Paul, have one son who they adore. Outside of the office, Lisa enjoys cooking, reading and spending time with her family.


With over 25 years career experience in the financial investment industry, Jo brings experience as well as a unique perspective to the Southern Point team. She focuses on wealth management as well as building and maintaining strong client relationships.


James "Bart" Shiver

Bart graduated from Georgia Military College in 1998 and Valdosta Technical Institute in 2000 after growing up in the area. He has been in the technology field for the past 25 years. After selling a locally owned business in 2020, he now comes to gain knowledge and share his experience to help develop the business.