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

Chief Marketing Officer

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>An Inside Look at Retirement Living</p>

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.
<p>Roth 401(k) vs. Traditional 401(k)</p>

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
<p>Crowdfunding&#8212;Capital for the 21st Century</p>

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

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