We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
Randall S. Keller, MBAFirst Vice President - Investment Officer
Daniel M. Latham, CFP, CRPSVice President - Investment Officer
Senior Fundamental Choice Portfolio Manager
Cheryl MesserClient Associate