Meet the Team

Bob Deaton, CFP, CMFC

Bob Deaton, CFP, CMFC Certified Financial Planner

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Jay Brown

Jay Brown Financial Advisor

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Robert Price

Robert Price Financial Advisor

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Ken Calcutt, CMFC

Ken Calcutt, CMFC Financial Advisor

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Robert Templeton, CKA

Robert Templeton, CKA Wealth Management Advisor

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Jonathan Jolley

Jonathan Jolley Financial Advisor

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Katherine Sakovich

Katherine Sakovich Client Service Specialist

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Karen Lee Monferdini

Karen Lee Monferdini Financial Advisor Assistant

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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