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
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.