Custom Tailored Financial Guidance

Our team is among the industry’s most educated and competent financial professionals that work together to serve the needs of our clients, and deliver an exceptional experience every time.

Meet the Team

Meet the Team

We work hard to ensure that your goals are at the forefront of every decision, and we are there for you every step of the way.

Adam
Ariosa
CFP® AAMS®
  • Golfing
  • Fishing
  • Hiking
Adam Ariosa
Meet Adam
Lawrence
Leitch, CEO
AIF® ChFC® CLU®
  • Coaching Sports
  • Traveling
  • Being Outdoors
Lawrence Leitch, CEO
Meet Lawrence
Kenneth
Pegher
Branch Operations Manager CSCP®
  • Golfing
  • Reading
  • Steelers Fan
Kenneth Pegher
Meet Kenneth
Meet the Rest of the Team
Our Services

How We Can Help

Retirement Planning
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Portfolio Management
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Education Planning
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Estate Planning
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Corporate Benefits
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Join Our Team

Find Independence in a Supportive Environment

Focus on your Clients
Competitive Pay
Personalized, Local Support
Succession Planning

Ready to do more For your clients?

Let's Talk
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