Meet Our Experienced Team

Brett DiPasquale

Brett DiPasquale

Financial Planner

Larry  Jones, CFP®

Larry Jones, CFP®

Financial Planner

Nathan Weir, AIF®

Nathan Weir, AIF®

Financial Planner

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®

Director of Compliance

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>Inflation and the Real Rate of Return</p>

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
<p>The Ivory Tower Changes Wall Street</p>

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.
<p>The Cost of Medical Care</p>

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

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