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
.jpg)
Kathleen A. Le Mons
Senior Vice President - Investment OfficerAccredited Asset Management Specialist
Resident State: VA
.jpg)
Theodore Eckert
Assistant Vice PresidentFundamental Choice Portfolio Manager

Mickey Wehrhan
Senior Registered Client AssociateAssistant Vice President
Why Invest With Us
.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.