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Let’s Create a Life You Love

Beginning Your Journey Towards Peace of Mind

Our Process

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Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.

Meet Our Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Connect With Us

Charles Pettit, ChFC®, ChFEBC℠, CLU®

Charles Pettit, ChFC®, ChFEBC℠, CLU®

Co-Founder and CCO

Sophal Pettit

Sophal Pettit

Co-Founder and COO

Acquania Escarne

Acquania Escarne

Life Insurance & Living Benefits Agent

Brendon Jenks

Brendon Jenks

Life Insurance & Living Benefits Agent

Brittany Cunningham

Brittany Cunningham

Life Insurance & Living Benefits Agent

Charlize Eghrari

Charlize Eghrari

Operations Manager

Craig Tompkins

Craig Tompkins

Investment Advisor Representative

Dominica Jacobs

Dominica Jacobs

Administrative Manager

Douglas Miller, AIF, MBA

Douglas Miller, AIF, MBA

Investment Advisor Representative

Ethan Gruenke

Ethan Gruenke

Investment Advisor Representative

Felicia Gopaul

Felicia Gopaul, CFP®

Investment Advisor Representative

Frank L. Williams, Jr.

Frank L. Williams, Jr.

Life Insurance & Living Benefits Agent

George Henderson

George Henderson

Life Insurance & Living Benefits Agent

Hayden Santos

Hayden Santos

Investment Advisor Representative

Henry Luong

Henry Luong

Investment Advisor Representative

Jacqueline French

Jacqueline French

Investment Advisor Representative

James Anderson

James Anderson

Investment Advisor Representative

Julia HeMa, MSTFP

Julia HeMa, MSTFP

Investment Advisor Representative

Kai Jacobs

Kai Jacobs

Investment Advisor Representative

Kai Potter

Kai Potter

Investment Advisor Representative

Kathryn Smith

Kathryn Smith

Administrative Assistant

Kim Trinh Wicker

Kim Trinh Wicker

Investment Advisor Representative

Kristi Norstrom

Kristi Norstrom

Life Insurance & Living Benefits Agent

Leala Ruangtragool

Leala Ruangtragool

Investment Advisor Representative

Leana Witmer

Leana Witmer

Marketing Assistant

Mandi Hering

Mandi Hering

Investment Advisor Representative

Marcella Mollon-Williams, BFA™

Marcella Mollon-Williams, BFA™

Behavioral Financial Advisor™

Mark Mollon, ChFEBC ℠

Mark Mollon, ChFEBC ℠

Investment Advisor Representative

Mark A. Flanagan, CPA

Mark A. Flanagan, CPA

Investment Advisor Representative

Mike Poole, RFC®, RICP®, ChFEBC℠

Mike Poole, RFC®, RICP®, ChFEBC℠

Investment Advisor Representative

Monica Boulter

Monica Boulter

Investment Advisor Representative

Nick Der, TPCP®

Nick Der, TPCP®

Investment Advisor Representative

Perla De Los Angeles

Perla De Los Angeles

Administrative Assistant

Richard Pernell

Richard P. Pernell

Life Insurance & Living Benefits Agent

Tinaee Crowder

Tinaee Crowder

Life Insurance & Living Benefits Agent

Tonya White

Tonya White, MBA, LUTCF®, CPRC®

Investment Advisor Representative

"As in all successful ventures, the foundation of a good retirement is planning."

- Earl Nightingale

"An investment in knowledge pays the best interest."

- Benjamin Franklin

"Frugality includes all the other virtues."

- Cicero

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Learn More

Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Learn More

Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

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Glossary of Scam Terms

Glossary of Scam Terms

A helpful glossary of current scams.

Learn More

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