Meet Our Experienced Team

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

Jill Davenport

Jill Davenport

Client Service Representative

Ashley Howell, AIF®

Ashley Howell, AIF®

Firm Supervision Specialist

Chessie Ralston

Chessie Ralston

Chief Marketing Officer

Shawn  Thornton

Shawn Thornton

Team Leader- New Business

Where are you on your journey? 



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>Four Reasons Millennials Need an Estate Strategy</p>

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
<p>How Big is Money?</p>

How Big is Money?

Learn a little about worldwide currency in this fun infographic
<p>Why Medicare Should Be Part of Your Retirement Strategy</p>

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

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