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Meet the Team

Since 1960 our professionals have been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management, and estate planning. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else.

Karyn Anderson

Karyn Anderson

Receptionist
Karen Brown

Karen Brown

Client Relations Specialist
Susan Hickman

Susan Hickman

Registered Client Relations Specialist
Michelle Morseau-Stewart

Michelle Morseau-Stewart

Client Relations Specialist
Kristi Nash

Kristi Nash

Registered Client Relations Specialist
Deanna Watson

Deanna Watson

Client Relations Specialist
Lori Young-Brady

Lori Young-Brady

Director of Operations
Carol Hatfield

Carol Hatfield

Executive Assistant
Kelly Burcroff

Kelly Burcroff

Client Relations Specialist
Liz Huff

Liz Huff

Client Relations Specialist
Lori Richmond

Lori Richmond

Client Relations Specialist