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