In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

William V Caddick Jr

William V Caddick Jr

CFP®, ChFC®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about William V Caddick Jr Visit William V Caddick Jr's website
Richard J Kidwell

Richard J Kidwell

CRPC®

Associate Financial Advisor

Learn more about Richard J Kidwell Visit Richard J Kidwell's website
Jen Bessen

Jen Bessen

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jen Bessen Visit Jen Bessen's website
John Loveland

John Loveland

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about John Loveland Visit John Loveland's website
Michael Klassa

Michael Klassa

CFP®, CRPC®, ChFC®

Private Wealth Advisor

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

Pamela Lee

Financial Advisor

Learn more about Pamela Lee Visit Pamela Lee's website

Our team

Amy P. Marchel

Amy P. Marchel

Executive Assistant

Melissa K. Aughenbaugh

Melissa K. Aughenbaugh

Paraplanner

Erin Hipwood

Erin Hipwood

Receptionist

Melissa B. Merem

Melissa B. Merem

Client Service Coordinator