Our Team

A Team of Wealth Experts

Ready to secure your retirement for generations.

Nicolas J. McLeod
Owner / Operator
Shayda McLeod
Chief Operating Officer
Mary Margaret Lankford
Multimedia Specialist
James Jurica
CFP® CLU® CHFC® RICP®
Margaret Rettinghger
Advisor Support Specialist
Zach Stively
Financial Consultant

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