It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Richard Connett

Richard Connett

Financial Advisor

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David Shackelford

David Shackelford

Branch Manager

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Team

Sumit Mahay

Sumit Mahay

Practice Manager

Gabriela Velasco

Gabriela Velasco

Operations Leader