Our Values

  • Integrity – Integrity is the foundation of everything we do.
  • Excellent Client Service – We are dedicated to making every client feel valued and appreciated while helping them achieve their individual financial goals.
  • Education – We prioritize educating clients so that they are informed and empowered to make decisions that align with their goals.
  • Confidence – Trust is earned, and confidence is the byproduct. We want all our clients to be confident in the decisions we make together.
  • Achievement - Achievement is the result of hard work, perseverance, and dedication, and it represents the fulfillment of one's goals and aspirations.

Our advisors

Advisor photo for Timothy J Gillespie

Timothy J Gillespie


Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Timothy J Gillespie
Advisor photo for Vincent Ruger

Vincent Ruger


Financial Advisor

Learn more about Vincent Ruger

Our team

Marjorie Gillespie

Marjorie Gillespie

Practice Manager

Linda Fruechte

Linda Fruechte

Office Manager

Jacob Follansbee

Jacob Follansbee