About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Meet Our Team
![Kathleen A. Le Mons, AAMS®](mediahandler/media/177843/Kathleen-Bio_188x263_(188x263).jpg)
Kathleen A. Le Mons
Senior Vice President - Investment OfficerAccredited Asset Management Specialist
![Theodore Eckert](mediahandler/media/172086/lemons image 2_188x263_(188x263).jpg)
Theodore Eckert
Assistant Vice PresidentFundamental Choice Portfolio Manager
![](mediahandler/media/406028/Wehrhan_188x263.jpg)
Mickey Wehrhan
Senior Registered Client AssociateAssistant Vice President
Why Invest With Us
![Why Invest With Us](mediahandler/dynamicmedia/89248/Free_Section_Hands_589x303_(377x197).jpg?width=378&height=198)
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.