Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

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Advisors

Advisor photo for Blake Harris

Blake Harris

CFP®

Complex Director

Vice President
Visit Blake Harris's website
Advisor photo for Michael DeGroat

Michael DeGroat

APMA, CRPC

Financial Advisor

Associate Vice President
Visit Michael DeGroat's website
Advisor photo for Aubrey L Nestman

Aubrey L Nestman

CRPC

Financial Advisor

Business Financial Advisor
Visit Aubrey L Nestman's website
Advisor photo for Carol Harper

Carol Harper

CRPC, RICP®

Private Wealth Advisor

Managing Director
Visit Carol Harper's website
Advisor photo for Laura Enwere

Laura Enwere

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Director
Visit Laura Enwere's website
Advisor photo for Heather A Smith

Heather A Smith

CFP®, APMA, CRPC

Financial Advisor

Visit Heather A Smith's website
Advisor photo for Bill Steele

Bill Steele

Financial Advisor

Vice President
Visit Bill Steele's website
Advisor photo for Andee Sloot

Andee Sloot

CFP®, APMA

Financial Advisor

Visit Andee Sloot's website
Advisor photo for Aaron J Vilfordi

Aaron J Vilfordi

Financial Advisor

Visit Aaron J Vilfordi's website
Advisor photo for George Vilfordi

George Vilfordi

Financial Advisor

Visit George Vilfordi's website
Advisor photo for Alex Vilfordi

Alex Vilfordi

Financial Advisor

Visit Alex Vilfordi's website
Advisor photo for Adam Vilfordi

Adam Vilfordi

Financial Advisor

Visit Adam Vilfordi's website
Advisor photo for Mario A Lopez

Mario A Lopez

CFP®, AAMS

Financial Advisor

Vice President
Visit Mario A Lopez's website
Advisor photo for Bill Swisher

Bill Swisher

Financial Advisor

Managing Director
Visit Bill Swisher's website

Greg McCoy

Financial Advisor

Visit Greg McCoy's website


Team

Denise Day

Denise Day

Client Service Associate