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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.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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