With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

William Handly

Financial Advisor

Franchise Owner
Learn more about William Handly Visit William Handly's website

Jeremiah Cascairo

CFP®

Financial Advisor

Financial Planning Specialist
Learn more about Jeremiah Cascairo Visit Jeremiah Cascairo's website


Our team

Cookie Kueter

Client Service Manager

Qualifications

  • Over seventeen years in the Financial Service Industry

Roles & Responsibilities

  • Notary Public
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Tamera Marshall

Client Service Specialist

Qualifications

Roles & Responsibilities

  • Notary Public
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Sharon Smith

Administrative Assistant

Qualifications

  • Over five years in the Financial Service Industry

Roles & Responsibilities

  • Notary Public
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Kenzie Dorathy

Client Service Specialist

Tosha Handly

Office Manager