Click on the Upload link above to upload your documents securely!

About Us

Our client's financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.


Paul Jackson

Paul Jackson

BA, CFP, CLU, RHU

Jason Bergen

Jason Bergen

CFP

Kirk Dzaman

Kirk Dzaman

EPC


Brandon Fleenor

Brandon Fleenor

CFP

Office Support Staff


Craig Lehr

Craig Lehr

Branch Manager

Laura Dolby

Laura Dolby

CGA, Processing Clk & Accounting

Jodi Bethune

Jodi
Bethune

Processing
Clerk

Tara Messenger

Tara Messenger

Administration & Client Services


Chantal Materi

Chantal Materi

Client Services