Your Family. Your Future. Your Security.
Doug Cokinis
Wealth Management Advisor|CLU®, ChFC®
Get to know my dedicated team
Your success is our success. Every step of the way, you can count on us to address your questions and concerns in a timely manner. Each member of the team plays a unique role to help you meet your financial goals.
Ben Taylor
Financial Planning Analyst
Ben provides valuable assistance with investment services and solutions. Additionally, his responsibilities include PX analysis and compliance reviews.
Ashley Beagle
Associate Financial Representative
Our team’s insurance expert, she provides support with life insurance policies and annuity servicing. Following meetings, she assists with medical reviews, policy maintenance, and education regarding the policies.
Julie Prueter
Administrative Assistant
As the team's lead client service representative, she plays a crucial role in managing Doug’s accounts. Her key responsibilities include opening accounts, handling general service tasks, and following up with clients to ensure their needs are met.
Shawn Wigle
Marketing Coordinator
In her role as Doug’s associate in business development, she expertly manages his calendar and coordinates with clients to prepare for and schedule meetings.
Calculators
Use these free interactive calculators to estimate or compare many aspects of your financial welfare. You'll find calculators to help you determine your insurance needs, retirement funding requirements, and your college savings budget. These tools can help you get a jump start on a secure financial future.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.