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Collective Wisdom

A team of professionals means every resource, every option and every solutions is considered.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Meet Our Experienced Team

C. Shane Gurganus, AIF®

Financial Planner

Andrew King, LUTCF

Financial Planner

Brett DiPasquale

Financial Planner

Larry Jones, CFP®

Financial Planner

Anne Kleitches, CLU® ChFC® CFP® CPA

Investment Advisor Representative

Daryl Smith

Registered Representative

Chessie Ralston

VP, Marketing

Ashley Howell, AIF®

Firm Supervision Specialist

Get the information you need anytime anywhere.

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

Check out our interactive calculators!

It's Time to Think Differently About Your Money

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

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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