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

Gary Plessl

Gary Plessl

CFP®, CPA

Private Wealth Advisor

Managing Director
Learn more about Gary Plessl Visit Gary Plessl's website
Kevin Houser

Kevin Houser

CFP®, CEP®

Private Wealth Advisor

Managing Director
Learn more about Kevin Houser Visit Kevin Houser's website
Matthew L Staples

Matthew L Staples

MBA, MST, CFP®, APMA®

Financial Advisor

Learn more about Matthew L Staples Visit Matthew L Staples's website

Our team

Carolyn Lumsden

Carolyn Lumsden

Client Service Associate

Dana Moyer

Dana Moyer

Client Service Associate