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

Mark F Lose

Mark F Lose

CRPC®, CAP®

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Mark F Lose Visit Mark F Lose's website
Lee Giobbie

Lee Giobbie

CFP®, CFA®, CLTC®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Lee Giobbie Visit Lee Giobbie's website
Daniel Lamb

Daniel Lamb

CFP®

Financial Advisor

Learn more about Daniel Lamb Visit Daniel Lamb's website

Our team

Melissa Hartman

Melissa Hartman

Client Service Specialist

Jennifer Shapiro

Jennifer Shapiro

Client Service Specialist