Our Mission:

Through our proactive and comprehensive approach to financial planning, we help our clients and their families plan to reach their financial goals. We commit to understanding our clients' lives to apply our approach working together with our clients. Our knowledge and process can help empower more peace of mind and long-termconfidence with the clients and families we serve.



Our advisors

Brian Lake

Financial Advisor

Franchise Owner
Learn more about Brian Lake Visit Brian Lake's website

Jason Clemens

CFP®, CRPC, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Jason Clemens Visit Jason Clemens's website


Our team

Amber Rector

Amber Rector

Operations Specialist

Qualifications

  • 25 years Customer Service experience
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Giuseppe DiFeo

Giuseppe DiFeo

Administrative Assistant

Regina "Gina" Kreinbrink

Regina "Gina" Kreinbrink

Administrative Assistant

Elaine Patterson

Elaine Patterson

Receptionist