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 Staff

Melissa LeGrand

Melissa LeGrand

Practice Manager

Client Relationship Specialist
More about me...

Qualifications

  • Ten Years of Experience in the Financial Services Industry
  • Bachelors of Business Administration in Marketing, Middle Tennessee State University, 2009
Kimberly Combs

Kimberly Combs

Administrative Assistant

Julie Guay

Julie Guay

Administrative Assistant