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.

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Team photo

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Our advisors

Dan Sherry

MBA

Associate Financial Advisor

Learn more about Dan Sherry Visit Dan Sherry's website

Michael Klassa

CFP®, CRPC, ChFC®, CLTC®

Private Wealth Advisor

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

Nathan William Bond

Associate Financial Advisor

Learn more about Nathan William Bond Visit Nathan William Bond's website


Our team

Melissa K. Frantz

Melissa K. Frantz

Paraplanner

Richard Kidwell

Richard Kidwell

Paraplanner,

Financial Planning Specialist
Trina S. Klassa

Trina S. Klassa

Marketing Consultant