Meet the Team
Since 1960 our professionals have been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management, and estate planning. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else.
Karyn Anderson
Receptionist
Karen Brown
Client Relations Specialist
Susan Hickman
Registered Client Relations Specialist
Michelle Morseau-Stewart
Client Relations Specialist
Kristi Nash
Registered Client Relations Specialist
Deanna Watson
Client Relations Specialist
Lori Young-Brady
Director of Operations
Carol Hatfield
Executive Assistant
Kelly Burcroff
Client Relations Specialist
Liz Huff
Client Relations Specialist
Lori Richmond
Client Relations Specialist