Broker Check


Chris DeShano, CFP®, AIF®

Wealth Manager


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...

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Julie McElderry

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,...

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Felicia Aplara

Administrative Professional



Felicia started her career in the financial industry in 2014 at Cambridge Investment Research, where she grew as an assistant and as a person over a 4 year period. Since December of 2018, she has been working for a small group of...
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Learn How to Stay Calm Amidst Market Volatility

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.

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