Meet the Team

Bob Deaton, CFP, CMFC Certified Financial Planner

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Jay Brown Financial Advisor

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Ken Calcutt, CMFC Financial Advisor

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Robert Price Financial Advisor

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Robert Templeton, CKA, CMFC, CRPS Wealth Management Advisor

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David Reid Financial Advisor Assistant

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Karen Lee Monferdini Financial Advisor Assistant

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Katherine Sakovich Client Service Specialist

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Financial freedom begins with a recognition. It is then followed by a decision to leave where you are in pursuit of where you want to be.

Bob Deaton, CFP, CMFC

It isn't how much money I'm making that will determine my financial success. Rather it is how much I'm keeping and how hard it is working for me.

Jay Brown

If we are planning for our future, we have to begin with the present. If we don't identify our starting point, we will not have a direction to walk towards.

Ken Calcutt, CMFC

In the pursuit of our financial goals, we must be willing to adjust our strategies.

Robert Templeton, CKA, CRPS, CMFC