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

Chief Marketing Officer

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>Put It in a Letter</p>

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
<p>Choosing a Retirement Plan that Fits Your Business</p>

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
<p>Preparing For the Ultimate Vacation</p>

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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