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"Client Focused — Client Centered — Client First"

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Retirement

Retirement

We create strategies tailored to your goals and personalized situations.

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Insurance/Risk Management

Insurance/Risk Management

From business owners to individuals, our experience can help you protect what you value.

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Investment

Investment

Utilizing data driven models we align your portfolio with your goals and continue making necessary adjustments along the way.

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Meet Our Team

Jacob O'Banion*

Jacob O'Banion*

President - CEO

Steve Oakes

Steve Oakes

VP - Risk Management

Anne Gannom

Anne Gannom

Financial Professional

Shirley Stanback

Shirley Stanback

Financial Professional

Jennifer Bridgeford

Jennifer Bridgeford

Financial Professional

Kenn Wohlhuter

Kenn Wohlhuter

Financial Professional

Jason Roesler

Jason Roesler

Chief Operating Officer

Tim Haworth

Tim Haworth

Financial Professional

Tasha Estrada

Tasha Estrada

Account Executive

Christie Oxford

Christie Oxford

Account Executive

Melissa Thrash

Melissa Thrash

Account Executive

Charity Shumway

Charity Shumway

Customer Service Representative

David Anderson

David Anderson

Financial Professional

Joshua Frey

Joshua Frey

Financial Professional

Tony Ramirez

Tony Ramirez

Financial Professional

Questions? Comments?

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