C. Shane Gurganus, AIF®
Financial Planner
Andrew King, AIF®, RICP®, LUTCF
Financial Planner
Brett DiPasquale
Financial Planner
Larry Jones, CFP®
Financial Planner
Michael Finn, CFP®, ChFC®
Financial Planner
Nathan Weir, AIF®
Financial Planner
Anne Kleitches, CLU® ChFC® CFP® CPA
Investment Advisor Representative
Daryl Smith
Registered Representative
Karen DeVries
Practice Administrator
Jill Davenport
Client Service Representative
Ashley Howell, AIF®
Director of Compliance
Chessie Ralston
Chief Marketing Officer
Shawn Thornton
Team Leader- New Business
Where are you on your journey?
Want to know how we help you with your financial goals?
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.