How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Kyle M Segelle

Kyle M Segelle

MBA, CFP®, APMA®

Private Wealth Advisor

Visit Kyle M Segelle's website
Tom A Reynolds

Tom A Reynolds

CRPC®

Private Wealth Advisor

Visit Tom A Reynolds's website
Kelly Cenatiempo

Kelly Cenatiempo

Financial Advisor

Visit Kelly Cenatiempo's website

Team

Sue Getz

Sue Getz

Client Service Manager

Wendy Castro

Wendy Castro

Associate Financial Advisor

Qualifications

  • MBA
View more
Kim Keegan

Kim Keegan

Paraplanner

Jacki Brown

Jacki Brown

Client Service Specialist

Denean Kuske

Denean Kuske

Administrative Assistant

Gale Spinks

Gale Spinks

Financial Planning Specialist

Bruna Picker

Bruna Picker

Receptionist