Who We Are
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
... Read more.
Read less.
Ric M. Bryant
Executive Vice President / Investments, Financial Advisor
Frederick A. Zeller
First Vice President / Wealth Management, Financial Advisor
Carrie Jarmer, AWMA®, RICP®, CRPC®, CLTC®
Assistant Vice President, Financial Advisor
Rustin Bryant, CRPC®
Financial Advisor
John E. "Jay" Atkinson
Vice President / Investments, Financial Advisor, Branch Manager
Carole French Schreck, CFP®, CLTC®
Wealth Planning Associate
Alyssa Mathews
Registered Private Client Associate
Gianna Malagari
Registered Private Client Associate
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
