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

Tracy Boekeloo

Karen Brown

Mary Beth Depue

Susan Hickman

Michelle Morseau-Stewart

Kristi Nash

Deanna Watson

Lori Young-Brady

Carol Hatfield

Kelly Burcroff

Liz Huff

Lori Richmond
