
Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.
Our Team



Rachel Yelley, C(k)P, CRPC
Associate Vice President - Investments
Senior Financial Advisor

Brenda Lucius
Assistant Vice President
Senior Registered Client Associate


Our Services
From fee-based advisory investment management, strategies for legacy considerations and tax efficient investing, we provide a holistic approach to wealth management.