Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.


Todd Harter

Todd Harter

Financial Advisor

Vice President
Visit Todd Harter's website


Bonnie Case

Bonnie Case

Registered Client Service Associate


  • Series 7
  • Series 66
  • Life, Health, and Accident Insurance License

Roles & Responsibilities

  • Assists clients when Todd is not available
  • Streamlines operational duties
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