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

John Pavelka

John Pavelka

CFP®, ChFC®, CLU®

Private Wealth Advisor

Managing Partner of The Cities Private Wealth Group
Learn more about John Pavelka
David Poole

David Poole

AAMS®

Financial Advisor

Learn more about David Poole
Keith V Judickas

Keith V Judickas

APMA®

Financial Advisor

Learn more about Keith V Judickas
Ying Christa Ku

Ying Christa Ku

MBA, APMA®

Associate Financial Advisor

Learn more about Ying Christa Ku

Our team

Dawn Morris

Dawn Morris

Financial Planning Specialist,

Insurance Specialist

Personal Intro

With more than 20 years of financial services experience, Dawn strives to ensure that our clients’ financial planning needs are handled accurately and inline with the clients' retirement goals. Dawn also leads as our Insurance specialist.

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Courtney O'Connor

Courtney O'Connor

Operations Manager,

Marketing Manager

Personal Intro

With a strong marketing communications background coupled with more than 10+ years of marketing industry experience, Courtney strives to ensure that our clients receive accurate and timely information through print and digital marketing. She also plans and executes all client events.

Courtney also provides leadership and management to the practice that mirrors the mission and core values of the company.

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Danielle Awkerman

Danielle Awkerman

Client Service Specialist

Personal Intro

With a background in education (10+ years in the classroom) and a passion for helping others, Danielle strives to ensure that clients' administrative and scheduling needs are met. She also helps clients to navigate the secure site and mobile app.

Danielle received her Bachelor's of Science from Louisiana State University.

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Audra Parsano

Audra Parsano

Client Service Specialist

Personal Intro

Audra joins the team with 10+ years of experience in customer service. She is eager to apply her expertise to this role, including her attention to detail and her organizational skills. She thrives in a team environment but also excels professionally as an individual.

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Jessica Mackin

Jessica Mackin

Administrative Assistant

Personal Intro

With a strong background in customer service, Jessica strives to provide exceptional client service. Jessica joins our practice with 15+ years in customer service. She prides herself on her analytical thinking skills and attention to detail. Jessica graduated from Perdue University with a Bachelor's Degree in Business Administration.

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