erich hamm ctfa, aams
“I value the everyday opportunities we have to assist our clients with what concerns them most. I also enjoy working with our local non-profits and the donors that support the difference they make in our community.”
CHRIS BETTIS CFP
"What I enjoy most about my job is helping people gain confidence in their investment decisions. Our local presence allows me to establish long-term relationship with folks, and ultimately impact their ability to retire on their own terms."
PAULA COMER CMFC, AFIM
"The most rewarding part of my job is earning the trust of a client. Offering practical risk and return opportunities for their investments, excellent customer service delivery and exceeding their expectations makes me proud."
DEANNE EBEL JD, CTFA
"The thing I value most about my job is the long-term relationships and friendships that are built by working with my clients. As I provide financial guidance, I also learn valuable life lessons from those I have the pleasure to assist."
RHONDA PEEDEN AIF
"One of the most enjoyable parts of my team is working with individual employers and their employees in thinking ahead to retirement. This is not just participation in their retirement, but a sort of holistic approach to their financial well-being and health throughout the different stages of their life."