In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Gary Neigeborn

Gary Neigeborn

CRPC®

Financial Advisor

Vice President
Visit Gary Neigeborn's website
John Anderson

John Anderson

Financial Advisor

Vice President
Visit John Anderson's website
Edwin Mayer

Edwin Mayer

CRPC®, AAMS®

Financial Advisor

Vice President
Visit Edwin Mayer's website
David Forston

David Forston

JD

Financial Advisor

Vice President
Visit David Forston's website
Jamila Hoyett

Jamila Hoyett

MBA

Financial Advisor

Associate Vice President
Visit Jamila Hoyett's website
Moreland Bell

Moreland Bell

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Moreland Bell's website
Mike Evanoff

Mike Evanoff

CFP®

Financial Advisor

Associate Vice President
Visit Mike Evanoff's website
Bob Wang

Bob Wang

CFP®, APMA®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bob Wang's website
Dennis Hendrix

Dennis Hendrix

Financial Advisor

Vice President
Visit Dennis Hendrix's website
Larry Smith

Larry Smith

Financial Advisor

Vice President
Visit Larry Smith's website
Jay Geaslen

Jay Geaslen

CIMA®, MBA

Financial Advisor

Managing Director
Visit Jay Geaslen's website
Scott Masters

Scott Masters

MBA, CFP®

Branch Manager

Managing Director
Visit Scott Masters's website
Scott King

Scott King

APMA®

Associate Manager

Vice President
Visit Scott King's website
Kyle Davis

Kyle Davis

APMA®

Financial Advisor

Managing Director
Visit Kyle Davis's website
Fraser Duke

Fraser Duke

CFP®

Financial Advisor

Associate Vice President
Visit Fraser Duke's website
Jim Foley

Jim Foley

CFP®

Financial Advisor

Managing Director
Visit Jim Foley's website
Randy MacNeill

Randy MacNeill

CRPC®, CLTC®

Financial Advisor

Managing Director
Visit Randy MacNeill's website
Ken Couture

Ken Couture

MBA, APMA®

Financial Advisor

Managing Director
Visit Ken Couture's website
Jon Hemmings

Jon Hemmings

Financial Advisor

Vice President
Visit Jon Hemmings's website

Team

Jesse Babin

Jesse Babin

Registered Client Service Associate

Sue Greenwood

Sue Greenwood

Registered Client Service Associate,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠

Qualifications

  • Series 7, 63 and 65
  • Life, Accident and Sickness License
  • Variable Life and Annuity License
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Robyn Adams

Robyn Adams

Senior Operations Leader