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Steve Molesky

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....

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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 Harper

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.

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Carole Molesky

HR Manager

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/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.

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Amy Mead

Seminar Coordinator

Melissa Everett

Alternative Investment Manager