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Let’s Create a Life You Love

Beginning Your Journey Towards Peace of Mind

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
 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

Dominica Valdivieso

Dominica Valdivieso

Client Care Specialist

Douglas  Miller

Douglas Miller

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 Advisor

George  Henderson

George Henderson

Life Insurance & Living Benefits Advisor

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

Joel Coleman

Joel Coleman

Life Insurance & Living Benefits Advisor

John Cornillez

John Cornillez, LUTCF®

Life Insurance & Living Benefits Advisor

Julia HeMa, MSTFP

Julia HeMa, MSTFP

Investment Advisor Representative

Kai Jacobs

Kai Jacobs

Investment Advisor Representative

Kathryn Smith

Kathryn Smith

Estate Planning Coordinator

Kim Trinh

Kim Trinh

Investment Advisor Representative

Leana Witmer

Leana Witmer

Marketing Manager

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®, ChFEBC℠

Mike Poole, RFC®, ChFEBC℠

Investment Advisor Representative

Monica Boulter

Monica Boulter

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

Travis Eiklor

Travis Eiklor

Investment Advisor Representative

Truman Price

Truman Price

Investment Advisor Representative

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn More
Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
Learn More
Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Learn More
Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn More

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