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 Richard J Kidwell

Richard J Kidwell

CRPC

Associate Financial Advisor

Learn more about Richard J Kidwell Visit Richard J Kidwell's website
Advisor photo for Michael Klassa

Michael Klassa

CFP®, CRPC, ChFC®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Klassa Visit Michael Klassa's website


Our team

Amy P. Hayes

Amy P. Hayes

Executive Assistant

Melissa K. Frantz

Melissa K. Frantz

Paraplanner

Trina S. Klassa

Trina S. Klassa

Marketing Consultant