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.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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