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Steve Molesky

STEVE MOLESKY specializes in helping pre-retirees and retirees build, preserve, and protect their retirement assets. After graduating from Gonzaga High School College in Washington, D.C., he received his BS from St. Joseph’s University...
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Jordan Wilson

JORDAN WILSON assists clients in the areas of retirement planning, estate planning, Social Security benefits, and wealth management. Jordan takes pride in identifying a variety of planning options and opportunities followed by clear...
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Katie Randolph

Annuity/Insurance Coordinator

Katie joined the company in 2006. Over the years, she has had several positions within the office. In her current position, Annuity and Insurance Coordinator, she helps facilitate new applications and assists with client services on...
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Audrine Austin

Marketing Coordinator

Audrine joined the company in May of 2016. She assists with various administrative tasks but her primary focus is within our marketing sector of the company. Audrine also ensures our client database and compliance is updated consistently.

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Carole Molesky

Chief Financial Officer

Carole joined the company in 1995 and has had various roles throughout the company. She has had the opportunity to witness our company grow into what it is today. Her current role with the company is Chief Financial Officer. She...

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Kelly Simental

Office Manager

Kelly joined the company in 2011 as our Office Manager. She is responsible for organizing the administrative activities that facilitate the smooth running of the office. Kelly also manages alternative paper work and acts a client liaison.
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Lisa Howser

Securities Account Manager

Lisa joined the company in April of 2016. She is our securities account manager and also assists with various administrative tasks. Lisa acts as a client liaison to help us understand the clients needs, expectations, or difficulties.
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