Meet Our Experienced Team

Andrew King

Andrew King, LUTCF

Financial Planner

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

Chessie Ralston

Chessie Ralston

VP, Marketing

Ashley Howell, AIF®

Ashley Howell, AIF®

Firm Supervision Specialist

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

It's Time to Think Differently About Your Money

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

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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