C. Shane Gurganus, AIF®
Financial Planner
Andrew King, LUTCF
Financial Planner
Brett DiPasquale
Financial Planner
Larry Jones, CFP®
Financial Planner
Nathan Weir
Investment Advisor Representative
Anne Kleitches, CLU® ChFC® CFP® CPA
Investment Advisor Representative
Daryl Smith
Registered Representative
Karen DeVries
Practice Administrator
Jill Davenport
Assistant
Ashley Howell, AIF®
Firm Supervision Specialist
Chessie Ralston
Chief Marketing Officer
Sharon Loving
Client Service Representative
Shawn Thornton
Team Leader- New Business
Get the information you need anytime anywhere.
Learn MoreWant to know how we help you with your financial goals?
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.