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Collective Wisdom

A team of professionals means every resource, every option and every strategy is considered.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Meet Our Experienced Team

C. Shane Gurganus, AIF®

Financial Planner

Andrew King, LUTCF

Financial Planner

Brett DiPasquale

Financial Planner

Larry Jones, CFP®

Financial Planner

Nathan Weir

Investment Advisor Representative

Anne Kleitches, CLU® ChFC® CFP® CPA

Investment Advisor Representative

Daryl Smith

Registered Representative

Karen DeVries

Practice Administrator

Jill Davenport

Assistant

Ashley Howell, AIF®

Firm Supervision Specialist

Chessie Ralston

VP, Marketing

Sharon Loving

Client Service Representative

Shawn Thornton

Team Leader- New Business

Get the information you need anytime anywhere.

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Want to know how we help you with your financial goals?

Check out our interactive calculators!

It's Time to Think Differently About Your Money

We stay focused on market trends, so you don't have to.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Stop Wasting Money

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

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