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, AIF®, RICP®, LUTCF

Financial Planner

Brett DiPasquale

Financial Planner

Larry Jones, CFP®

Financial Planner

Michael Finn, CFP®, ChFC®

Financial Planner

Nathan Weir, AIF®

Financial Planner

Anne Kleitches, CLU® ChFC® CFP® CPA

Investment Advisor Representative

Daryl Smith

Registered Representative

Karen DeVries

Practice Administrator

Jill Davenport

Client Service Representative

Ashley Howell, AIF®

Director of Compliance

Chessie Ralston

Chief Marketing Officer

Shawn Thornton

Team Leader- New Business

Where are you on your journey?

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.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Should You Invest in Exchange Traded Funds?

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

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