Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

William J Spieker

CRPC

Associate Financial Advisor

Visit William J Spieker's website

Joseph Hedrick

AAMS

Associate Financial Advisor

Visit Joseph Hedrick's website


Team

Elizabeth L. Jones

Elizabeth L. Jones

Administrative Assistant

Roles & Responsibilities

  • Scheduling, Office Management, Client Service Issues
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Stanley W. Brown

Stanley W. Brown

Financial Planning Assistant

Roles & Responsibilities

  • Office Management, Client Service Issues
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