Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Insurance

Community participation

Cindy Moll, RCSA & Sherry Counce, RCSA
Cindy Moll, RCSA & Sherry Counce, RCSA

Nation Day of Service
- Second Harvest Food Bank