STEVE MOLESKY, CLU®,ChFC® 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....
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...
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...
Marketing and Client Relations
Audrine joined the company in May of 2016. She assists with various Marketing, client relations, and administrative tasks throughout our office. Audrine also ensures our client database and compliance is updated consistently.
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...
Office Manager/Account 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.
Alternative Investment Manager