Freeman Linde is a Certified Financial Planner® and Licensed Tax Advisor who specializes in working with clients to retire successfully and s

Jake Graff is a Financial Education Specialist. He focuses on helping individuals identify and prioritize their personal goals and financial need

Michael has over 24 years of experience in financial services and insurance, plus five earlier years as a Funeral Director and Preneed Counselor.

Tedd Kitzmiller has devoted over 35 years as a financial professional, helping people plan for a comfortable future and successful retirement. Te

David is experienced in retirement planning and loves to hear what people hope to achieve in their lives. His sweet spot is listening well and th

Cody is a partner with Pure Wealth Strategies. Pure Wealth Strategies began from a vision to create a team of individuals that shared similar fai

Roland Kljunich President/CEO Roland comes to work each day for one reason: to help his clients find financial confidence and Become Retirement

For more than 30 years, John “Johanni” Halterman has guided entrepreneurs, professional practitioners, federal employees, and respons

Born in Hattiesburg, Mississippi, Gregory Ricks has been a New Orleans resident for over thirty years and an active member of the community. Greg

Robert Marchewka is a licensed financial advisor and former public school educator whose professional passion is to help people make confident, i