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

Nathan Weir

Nathan Weir

Investment Advisor Representative

Anne Kleitches

Anne Kleitches, CLU® ChFC® CFP® CPA

Investment Advisor Representative

Daryl Smith

Daryl Smith

Registered Representative

Karen DeVries

Karen DeVries

Practice Administrator

Ashley Howell, AIF®

Ashley Howell, AIF®

Firm Supervision Specialist

Chessie Ralston

Chessie Ralston

VP, Marketing

Sharon Loving

Sharon Loving

Client Service Representative

Shawn  Thornton

Shawn Thornton

Team Leader- New Business

Get the information you need anytime anywhere. 

Get the information you need anytime anywhere. 

Learn More

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.

<p>Understanding Long-Term Care</p>

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.
<p>Preparing For the Ultimate Vacation</p>

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
<p>The Anatomy of a Supplemental Health Plan</p>

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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

Name
Email
Phone
Question
Thank you!
Oops!