Learn About Us

Mikki A. Kline
Associate Vice President – Investment Officer
Financial Advisor

Marti T. Switzer, CFP
Vice President - Investment Officer
Financial Advisor
.jpg)
Why Invest With Us
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.