Collective Wisdom

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

Learn More

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Learn More

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.

Learn More

Retiring the 4% Rule

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

Learn More

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

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®

Firm Supervision Specialist

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.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Have a question? Complete this form and we'll be in touch shortly!

Name

Address

Phone

Question

Thank you!

Oops!