About

A one-size-fits-all financial plan is a thing of the past. Our veteran team creates comprehensive plans built specifically for you and your family. You’re unique. Your plan should be too.

A team to lean on

Whether you’re planning on growing your retirement assets or protecting them for your family, our team will take the time to get to know you to help ensure that you’re equipped with a plan custom-tailored to your situation.
Financial Advisors
  • Mike Lester

    Founder & CEO

  • John Jansen

    Advisor

  • Jim Bailey

    Advisor

  • Bryan Bentley

    Advisor

  • John Newell

    Advisor

  • Ben Kochera

    Advisor

  • Stacy Fusco

    Advisor

  • Matt Jones

    Advisor

Staff
  • Sarah

    Practice Manager

  • Nancy

    Operations Manager

  • Debbie

    Senior Client Services Representative

  • Annabelle

    Systems Integration Specialist

  • Barbara

    Senior Client Services Representative

  • Kaylee

    Senior Billing Specialist

  • Krystal

    Senior Onboarding Coordinator

  • Katie

    Client Services Representative

  • Medelin

    Client Services Representative

  • Isabella

    Client Services Representative

  • Brian

    Client Coordinator

What we can do to help you

Whether you’re planning on growing your retirement assets or helping to protect them for your family, we can help with almost any financial planning need.

Investment Review

Have you been promised guaranteed returns through an annuity and feel skeptical about those promises? We’ll stress test any investment—complimentary!

Portfolio Risk Analysis

Get a complete portfolio analysis showing where you’re taking the most risk and where your portfolio is most efficient.

Retirement Planning

Will your plan stand the test of time? Get a comprehensive financial plan that provides the blueprint for your retirement.

Stay up-to-date on all things retirement, including our latest podcast.

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