Meet Our Experienced Team

Brett DiPasquale

Brett DiPasquale

Financial Planner

Larry  Jones, CFP®

Larry Jones, CFP®

Financial Planner

Nathan Weir, AIF®

Nathan Weir, AIF®

Financial Planner

Anne Kleitches

Anne Kleitches, CLU® ChFC® CFP® CPA

Investment Advisor Representative

Daryl Smith

Daryl Smith

Registered Representative

Karen DeVries

Karen DeVries

Practice Administrator

Jill Davenport

Jill Davenport

Client Service Representative

Ashley Howell, AIF®

Ashley Howell, AIF®

Director of Compliance

Chessie Ralston

Chessie Ralston

Chief Marketing Officer

Shawn  Thornton

Shawn Thornton

Team Leader- New Business

Where are you on your journey? 



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>What's My Potential Estate Tax?</p>

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
<p>5 Benefits of Working in Retirement</p>

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
<p>Should You Invest in Exchange Traded Funds?</p>

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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