Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

John E Falldin

Financial Advisor

Managing Director
Learn more about John E Falldin Visit John E Falldin's website

Joe Falldin

APMA, CRPC

Financial Advisor

Vice President
Learn more about Joe Falldin Visit Joe Falldin's website


Our team

Abby Dority

Abby Dority

Registered Client Service Associate,

Investment Specialist

Qualifications

  • SIE - Securities Industry Essentials Examination

  • Series 7TO - General Securities Representative Examination

  • Series 63 - Uniform Securities Agent State Law Examination

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Angela Reutter

Angela Reutter

Client Service Associate,

Marketing Specialist

Qualifications

  • SIE - Securities Industry Essentials Examination

  • Series 7TO - General Securities Representative Examination

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