The Team

We help motivated clients recognize and work towards achieving their financial goals through a long-term financial planning relationship based on honesty, open-communication, and mutual respect.

We strive to make a difference in our clients' lives by assisting them in planning to overcome challenges they face on their road towards financial success.

Our Advisors

Anthony Delauney

Anthony Delauney

Financial Advisor

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Designations

CFP®, BFA, ChFC®, CRPC®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution

Education

B.S., Business Administration, University of Richmond, Richmond, VA
CA Insurance #0K45461

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Jason Deibert

Jason Deibert

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments

Education

University of Northern Iowa, Bachelor of Arts

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Hunter Muse

Hunter Muse

Private Wealth Advisor

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Designations

CFP®, CLU®, APMA®

Top Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

BA in Math from Texas A&M - Commerce in 1999
CA Insurance #0K42041

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Todd Gronewald

Todd Gronewald

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

B.S. in Economics from Hampden-Sydney College [Triple Major, Summa Cum Laude]
CA Insurance #0G26906

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Our Staff

Debbie Bednarcik

Debbie Bednarcik

Client Service Specialist

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Qualifications

  • BA in Psychology from Millersville University
Sherry Chen Kho, CRPC<sup>®</sup>

Sherry Chen Kho, CRPC®

Paraplanner

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Qualifications

  • CFP®
  • CRPC® designation
  • BA in Economics for UNC Chapel Hill, 2006
  • Series 7, Series 66, and NC Insurance Licenses