2150 West 29th Avenue,
Chris DeShano has been providing advice to retirement plans, families and individuals for over 15 years. Chris creates value for his clients by providing them with the professional knowledge and experience necessary to design...
Representative Administrative Specialist
Julie McElderry joined in 2007 and has more than 10 years of experience in the financial services industry. In her current role, Julie assists with administrative responsibilities including account management, reporting and planning,...
Representative Administrative Assistant
Jess Nelson joined in 2023 and has more than 8 years of experience in the financial services industry. In her current role, Jess assists with administrative responsibilities including client communications, marketing, and reporting.
In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.