Our Why
We believe in building relationships to design customized financial plans that fit the individual needs and goals of each client.
As Your Financial Partner For Life, we provide holistic financial services that help our clients achieve their long-term goals and find financial peace.
Start your journey
- Meet to discuss your values, goals, and family.
- Gather your financial and personal information to familiarize ourselves with your financial health.
- Present a comprehensive analysis of current investment holdings and begin work on a wealth management plan.
- Implement your plan into action and begin earning passive income to build long-term wealth.
- Provide regular performance measurements and track progress towards goals.
Select a partner
Kerinda Lasbaugh
Private Banker
K. Paul Hansen,
CFP®, CPA
Financial Advisor
Megan Farrow
Wealth Planner
Megan Nichols, CFP®
Financial Advisor
Stephen Palm, CFP®
Financial Advisor
Michael Tallman, CFP®, CTFA
Senior Trust Officer
Bob Lagonegro, CFP®
Financial Advisor
Ben Messinger, CFP®
Financial Advisor
