Who We Are

Our team provides a range of services and a comprehensive approach to multigenerational family planning. The work ethic, camaraderie, and values are reflected in the successes that we all share. We are committed to helping clients plan effectively, invest wisely, and map a realistic course for their future.

The Thompson Team

Financial Advisors

John Thompson, CFP®, CLU®, CFS®, CES®, ChFC®

Managing Principal
Senior Financial Advisor

Gene Petro

Senior Financial Advisor

Support Personnel

Pam Bataller

Operations Manager

Shanda Lyons

Client Service Assistant

Alan Edeker

Client Associate