With nearly 25 years of experience in the Financial Services Industry, Kassie utilizes her knowledge and dedication to provide clients with a comprehensive plan – evaluating all revenue streams for retirement, offering life insurance and analyzing household cash flow. 

Scott entered the Financial Services Industry in 2000, fine tuning his expertise with 401(k) plans. 

Shannon Soulek, Registered Representative since 2019, looks at the complete picture of a client's financial life - taxes, insurance, income/retirement, and investments to develop a strategy for their necessities and goals.