helping you Pay yourself first
Geoffrey Kelly
Financial Advisor|RICP®, MBA
Get to Know Our Squad
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Heather Hohner
Associate Financial Representative
Amber L Hohner
Associate Financial Representative
Tyler M Josupait
Investment Associate
Network of Specialists
Our team knows A LOT. But like any good team, we know we are better if we play to our strengths. We actively do work with other teams that specialize in certain areas of planning. Our teams have common values and we often work together with our clients to provide the best service and advice possible.
