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
Tracy Boekeloo
Client Relations Specialist
Karen Brown
Client Relations Specialist
Katelyn Lennon
Director of Client Engagement
Mary Beth Depue
Client Relations Specialist
Susan Hickman
Registered Client Relations Specialist
Elaine Mannes
Executive Assistant
Michelle Morseau-Stewart
Client Relations Specialist
Kristi Nash
Registered Client Relations Specialist
Deanna Watson
Client Relations Specialist
Lori Young-Brady
Director of Operations