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

Nathan Weir

Nathan Weir

Investment Advisor Representative

Anne Kleitches

Anne Kleitches, CLU® ChFC® CFP® CPA

Investment Advisor Representative

Daryl Smith

Daryl Smith

Registered Representative

Karen DeVries

Karen DeVries

Practice Administrator

Ashley Howell, AIF®

Ashley Howell, AIF®

Firm Supervision Specialist

Chessie Ralston

Chessie Ralston

VP, Marketing

Sharon Loving

Sharon Loving

Client Service Representative

Shawn  Thornton

Shawn Thornton

Team Leader- New Business

Get the information you need anytime anywhere. 

Get the information you need anytime anywhere. 

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.

<p>Don&#8217;t Be Your Own Worst Enemy</p>

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
<p>Charitable Giving: Smart from the Heart</p>

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
<p>Stop Wasting Money</p>

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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