Broker Check

About

OUR PURPOSE AND PASSION

How We Work

We are passionate about providing clarity and direction for you and your family.

You can expect advice in all aspects of your finances, accountability to take steps to address your goals, and affirmation so that you stay on the right track.



“When your intention is clear, so is the way.”
– Alan Cohen

Our Core Values

Positive

Positive

We want our time to be enjoyable. Let’s have fun taking steps to pursue your goals and dreams. There are always action steps you can take to be moving forward.

Steward

Steward

Our passion is to care for you and your family in the best way possible. With our affirmation, accountability, and advice, we can support you through all the season of life.

Grow

Grow

We are constantly learning how to better serve you. Educating you is important to us so that you are being equipped with the tools and wisdom you need.

Accountable

Accountable

We believe in doing the right thing always. We take our responsibility and your trust very seriously. Our attention to detail, and follow through is essential to our relationship.

Team Player

Team Player

You are being cared for by a team. This team mindset gives you access to more help and ideas for your planning needs.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeff Malas

Jeff Malas, AAMS

LPL Financial Advisor

John Gilmore

John Gilmore, AAMS

LPL Financial Advisor

Laurie  Steadman

Laurie Steadman

LPL Financial Advisor

Wendy Malas

Wendy Malas

LPL Registered Sales Assistant

Kate Lareau

Kate Lareau

LPL Office Manager

Esther Foshee

Esther Foshee

LPL Adminstrative Assistant