You're Our #1 Priority
Our client-focused approach is the secret to our longevity. We're ready to work with you at every juncture in life.
The Support You Need
Our team of experienced financial advisors will work with you to dive deep into your financial history and future goals. From there, we'll create a few custom plans to get you started, and we'll guide you every step of the way.
Retirement and Estate Planning
A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.
Brian C. Kennedy, AEP®, AIF®, ChFC®,CMFC®,CRPC®,CSA® CLTC®, LUTCF®
Wealth Planning Advisor and President
Vincent J. Catalano, AIF®, CRPC®, CLTC®
Wealth Planning Advisor and Vice President
Robert "Bob" P. Yockin, AIF®, CRPC®, LUTCF®, CLTC®
Wealth Planning Advisor
Jeffrey Alderfer, CFP®
Chief Operating Officer
Evan Shiley AIF®, FPQP™
Wealth Planning Advisor
Regina “Jean” Morris
Administrative Assistant
Kim A. Kennedy
Practice Associate
Andrew Devitt, CLTC® | VP
09/16/70 - 10/25/11
Dylan Baxter
Wealth Management Associate
Andrew Jensen
Risk Management Relationship Manager*
Arild Holm, CFA®
Chief Investment Officer*/ Investment Committee Member
Cindy Vandenburg
Senior Insurance Solutions Specialist
Clark Buss
Practice Management*
Eric Johnson, JD*, CPA, CLU, ChFC
Trust, Estate, Business, and Tax Planning*
Gregory Buker, AAMS®, CRPS®
Financial Planning Director
Jared Sutton, CFA, CFP®
Investment Committee Member*
Jim Wessels, CPA/PFS, CFA®
Investment Committee Member*
Kevin Stych, CFP®
Practice Management and Business Development*
Mark Kelly
Asset Management Relationship Manager
Mark Eliff, CPA
Director of Accounting and Tax
Matt Boehnke, CFP®
Financial Planner*
Michael Berry, CFP®
Financial Planner*
Nate Maly
Retirement Plan Service Associate
Phyllis Vance, CFA®
Chief Financial Strategist*/Investment Committee Member
Sean Phillips, CFA
Financial Analyst & Investment Committee Member*
Taylor White
Practice Management*