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

Thomas Shortreed

Thomas Shortreed

MBA, CFP®, BFA, CRPC®, CKA®

Private Wealth Advisor

Franchise Owner
Learn more about Thomas Shortreed
Laurie Gerdy

Laurie Gerdy

CFP®

Financial Advisor

Learn more about Laurie Gerdy
Ron Hefner

Ron Hefner

Financial Advisor

Learn more about Ron Hefner
Armand DePaul

Armand DePaul

Associate Financial Advisor

Learn more about Armand DePaul
Ernie Cunningham

Ernie Cunningham

Financial Advisor

Learn more about Ernie Cunningham

Our team

Patricia A. Sasse

Patricia A. Sasse

Executive Assistant

Louise A. Spencer

Louise A. Spencer

Client Service Specialist

Andrea Shaffer

Andrea Shaffer

Operations Manager

Austin Shorteed

Austin Shorteed

Financial Planning Assistant

Melissa Crown

Melissa Crown

Operations Director,

Chief Operating Officer