Our Trusted Advisors
We’re individual practices, sharing expertise and resources, dedicated to helping our clients further their goals and deepen their financial security.
Mary Beth Hofmeister, CFP (R)
Areas of Expertise
Financial Planning | Wealth Management | Insurance Planning
Scott Ferguson
Areas of Expertise
Wealth Management | Financial Planning | Estate Planning
MICHELLE LYMAN
Areas of Expertise
Group Retirement Plans | Retirement Planning | Insurance Planning
LEO mcallister
Areas of Expertise
Personal Retirement Planning | Wealth management | Working with Organizations and Trust Planning
Sean MCALLISTER
Areas of Expertise
Personal Retirement Planning | Wealth management | Working with Organizations and Trust Planning
Gerard Colistra
Areas of Expertise
Corp. Retirement Planning | Personal Retirement Planning | Personal & Small Business Insurance Planning
Our Support Team
Sara Young
Areas of Expertise
Insurance Plans Specialist | Registered Administrative Assistant | Insurance Brokerage Support
Employer RETIREMENT PLANS TEAM
Let's Connect
Connecting with professionals to better serve our client’s needs.
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