The Team

Dan Cary and Associates
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Trish La Rue

Trish La Rue

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

University of Kansas, Bachelor of Science in Business

VISIT MY WEBSITE

Our Staff

Kelley Chilcoat

Kelley Chilcoat

Client Relationship Manager

Angie McClure

Angie McClure

Administrative Assistant