Our Team

Our Team, How We Work

Our passion for financial planning is personal. We saw friends and family struggle to find the guidance they needed, and we knew we could help. With years of experience and a strong foundation in personal finance, we’re committed to making complex topics easy to understand, so clients can confidently work toward their goals. We’re proud to serve and support our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Terry Anderson

Certified Financial Planner, MBA-FP, FINRA Series 7 and 24 with LPL Financial, Life, Health & Variable Annuity Insurance Licensed

Mike Calkins

Certified Financial Planner, FINRA Series 7 and 66 with LPL Financial, Life, Health & Variable Annuity Insurance Licensed

Duggan Neville

Life, Health & Variable Annuity Insurance Licensed

Cristi Given

Our Three Step Process

STEP

1

Listen

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Collaborate & Plan

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Act

Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.