It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Troy Lowe

Troy Lowe

Financial Advisor

Visit Troy Lowe's website
Grace Lowe

Grace Lowe

Financial Advisor

Visit Grace Lowe's website
Richard Nolte

Richard Nolte

Financial Advisor

Visit Richard Nolte's website

Team

Katie Hoinacki

Katie Hoinacki

Office Manager

Qualifications

  • 5+ years experience in the financial services industry

Roles & Responsibilities

  • Prepare financial planning data/information to advisors
  • Assist clients with account related questions
  • Client meeting preparation and follow-up
View more
Jantina Lowe

Jantina Lowe

Administrative Assistant

Qualifications

  • 5+ years experience in the financial services industry

Roles & Responsibilities

  • Prepare financial planning data/information to advisors
  • Assist clients with account related questions
  • Client meeting preparation and follow-up
View more
Marlene Sealine

Marlene Sealine

Client Service Manager

Qualifications

  • 15+ years experience in the financial services industry

Roles & Responsibilities

  • Schedule and confirm appointments for advisors
  • Assists advisors in client meetings
  • Answers account related questions
  • Client meeting preparation and follow-up
View more
Emilie Tapscott

Emilie Tapscott

Business Development Director