How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Shawn Bumgardner

Shawn Bumgardner

CRPC®, ChFC®

Private Wealth Advisor

President
Learn more about Shawn Bumgardner Visit Shawn Bumgardner's website
Bruce Parmenter

Bruce Parmenter

CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Bruce Parmenter Visit Bruce Parmenter's website
Daniel Lezotte

Daniel Lezotte

Financial Advisor

Learn more about Daniel Lezotte Visit Daniel Lezotte's website

Our team

Jennifer Masterson

Jennifer Masterson

Operations Manager

Eugene Lawrie

Eugene Lawrie

Paraplanner

Qualifications

  • Keller Graduate School of M.G.T./ Chicago, Illinois - M.B.A. Finance 1984
  • Empire State College/ Buffalo, New York - B.S. Business Management 1979
  • Niagara University/ Niagara Falls, New York - A.A.S. Management 1976

Roles & Responsibilities

  • Portfolio Construction and Analysis
  • Securities Trading
  • Office Network and Technology
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Paula Sanchez

Paula Sanchez

Receptionist

Nichole Dentico

Administrative Assistant