Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating our clients so they can grasp personal and business finance. We feel a commitment to our community.
We have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services as we coordinate and facilitate industry professionals (accountants, attorney's, etc.) to simultaneously come together in the development and execution of your strategy. This approach has far-reaching benefits for our clients and will far exceed your expectations.
Barry D. Todd, ChFC®, ChFEBC
CEO, Financial Adviser
President, Chief Compliance Officer, CFO
Vice President of Adviser Acquisitions, Financial Adviser
Client Services Representative
Lead Client Services Representative
Compliance Internal Auditor
Lead Processing Specialist
Director of Operations
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.