Team

At 20/20 Wealth Management Group, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Jeff Nance

Wealth Manager

334-329-5566

334-329-5564

jeff@2020wmg.com

Jeff entered the financial services industry in 1996 after graduating with a bachelor’s degree in International Relations from the University of Delaware in 1987 and almost 10 years in the corporate world. In 2011, he attained...

Lon Simpson

Branch Manager

(334) 826-6074

(334) 329-5564

lon@2020wmg.com

Lonnie Gene Simpson Jr. is a founding partner of 20/20 Wealth Management Group, LLC. Lon began his career in the financial services industry in 1999, with J. C. Bradford and Co., then with UBS as a financial advisor. He was approached...

Morgan Holmes

334-329-5566

morgan@2020wmg.com

Morgan Holmes initially worked at 20/20 Wealth Management Group, LLC during her college years and was excited to return in 2026. She graduated from Auburn University with a Bachelor's Degree in Finance. Morgan began her career in the...