Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Grant Holdren, CFP®, CLU®
President
Christopher J. Lyman, CFP® ChFC®
Certified Financial Planner
Isidore Ogoussan, CFP® ChFC®
Certified Financial Planner
Grant Holdren, CFP®, CLU®
President
Christopher J. Lyman, CFP® ChFC®
Certified Financial Planner
Isidore Ogoussan, CFP® ChFC®
Certified Financial Planner
Linda Roth
Vice President of Operations
Jean Walton
Client Service Professional
Lauran Parson
Client Service Professional
Carly E. Pannella
Marketing Coordinator
Linda Roth
Vice President of Operations
Jean Walton
Client Service Professional
Laura Parson
Client Service Professional
Carly E. Pannella
Marketing Coordinator