With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for William Handly

William Handly

Financial Advisor

Franchise Owner
Learn more about William Handly Visit William Handly's website
Advisor photo for Jeremiah Cascairo

Jeremiah Cascairo

CFP®

Financial Advisor

Financial Planning Specialist
Learn more about Jeremiah Cascairo Visit Jeremiah Cascairo's website


Our team

Tamera Pedigo

Client Service Specialist

Qualifications

  • Over eleven years in the Financial Service Industry

  • Notary Public
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Cookie Kueter

Client Service Manager

Qualifications

  • Over fifteen years in the Financial Service Industry

  • Notary Public
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Sharon Smith

Administrative Assistant

Qualifications

  • Over two year in the Financial Service Industry

  • Notary Public
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Tosha Handly

Office Manager

Kenzie Dorathy

Client Service Specialist