The Team

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

Ron Washburn

Ron Washburn

Financial Advisor

More about me...



Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments


Bachelor of Arts, Sociology, State University of New York, Geneseo, NY, Master of Science, Recreation, University of Southern Mississippi, Hattiesburg, MS


Our Staff

Karen Washburn

Karen Washburn

Client Service Specialist

Susie J. Reed

Susie J. Reed

Office Manager