Meet Our Experienced Team

Andrew King

Andrew King, LUTCF

Financial Planner

Brett DiPasquale

Brett DiPasquale

Financial Planner

Larry  Jones, CFP®

Larry Jones, CFP®

Financial Planner

Anne Kleitches

Anne Kleitches, CLU® ChFC® CFP® CPA

Investment Advisor Representative

Daryl Smith

Daryl Smith

Registered Representative

Chessie Ralston

Chessie Ralston

VP, Marketing

Ashley Howell, AIF®

Ashley Howell, AIF®

Firm Supervision Specialist

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Learn More

Want to know how we help you with your financial goals? 

It's Time to Think Differently About Your Money

We stay focused on market trends, so you don't have to.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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