Our Process

Our History

Our Values

Our Resources

Let’s Create a Life You Love

Beginning Your Journey Towards Peace of Mind

Our Process

Our Services

Our Team

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℠

Charles Pettit, ChFC®, ChFEBC℠

Co-Founder and CCO

Sophal Pettit

Sophal Pettit

Co-Founder and COO

Acquania Escarne

Acquania Escarne

Life Insurance & Living Benefits Advisor

Brittany Cunningham

Brittany Cunningham

Life Insurance & Living Benefits Advisor

Charlize Pettit

Charlize Pettit

Administrator & Creative Design Coordinator

Craig Tompkins

Craig Tompkins

Investment Advisor Representative

David Preston

David Preston

Agent Representative

Dominica Valdivieso

Dominica Valdivieso

Administrator

Felicia Gopaul

Felicia Gopaul, CFP®

Investment Advisor Representative

Frank L. Williams, Jr.

Frank L. Williams, Jr.

Life Insurance & Living Benefits Advisor

George Henderson

George Henderson

Life Insurance & Living Benefits Advisor

Henry Luong

Henry Luong

Investment Advisor Representative

Jacqueline French

Jacqueline French

Investment Advisor Representative

James Anderson

James Anderson

Investment Advisor Representative

Joel Coleman

Joel Coleman

Life Insurance & Living Benefits Advisor

John Cornillez

John Cornillez, LUTCF®

Life Insurance & Living Benefits Advisor

Kai Jacobs

Kai Jacobs

Life Insurance & Living Benefits Advisor

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

Matt Sanford

Matt Sanford

Investment Advisor Representative

Michael Poole

Michael Poole

Investment Advisor Representative

Nick Der

Nick Der

Investment Advisor Representative

Richard Pernell

Richard P. Pernell

Life Insurance & Living Benefits Advisor

Tinaee Crowder

Tinaee Crowder

Life Insurance & Living Benefits Advisor

Tonya White

Tonya White, MBA, LUTCF®, CPRC®

Investment Advisor Representative

Truman Price

Truman Price

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

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Learn More

A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Learn More

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Learn More

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Learn More

Tell Us How We Can Help You Today!

Name

Email

Address

Phone

Question

Thank you!

Oops!