Meet Our Experienced Team

Brett DiPasquale

Brett DiPasquale

Financial Planner

Larry  Jones, CFP®

Larry Jones, CFP®

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®

Director of Compliance

Chessie Ralston

Chessie Ralston

Chief Marketing Officer

Shawn  Thornton

Shawn Thornton

Team Leader- New Business

Where are you on your journey? 



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