Reviewing your savings plan for life should happen sooner rather than later. Our team of local advisors are here to assist you create or refine your financial strategy so that you achieve your financial goals.
Meet Our Financial Advisors
David Telles
With more than 15 years of experience in financial planning, David is dedicated to helping clients achieve their financial goals through personalized strategies. His passion for investment management and risk assessment allows David to provide tailored advice that aligns with each client's unique circumstances. He believes in building lasting relationships based on trust, transparency, and a commitment to his clients’ financial success.
Richard “Rick” Landis
As a seasoned financial advisor, Rick specializes in crafting customized investment strategies that empower clients to secure their financial futures. His holistic approach combines in-depth market analysis with a strong focus on each client's personal values and goals. Committed to ongoing education, he strives to stay ahead of industry trends to provide the best possible guidance for his clients’ financial journey.