Meet Our Experienced Team

Brett DiPasquale

Brett DiPasquale

Financial Planner

Larry  Jones, CFP®

Larry Jones, CFP®

Financial Planner

Nathan Weir

Nathan Weir

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®

Firm Supervision Specialist

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>Alternative Investments - Going Mainstream</p>

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
<p>A Primer on Irrevocable Life Insurance Trusts</p>

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
<p>Surprise! You&#8217;ve Got Money!</p>

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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