180 Lithia Way
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
CPA and Wealth Management Advisor
Wealth Management Advisor
Lebeau became a financial advisor in 2005. He brings a wealth of knowledge around financial planning principals and goal-based advice. Registered as an Investment Advisory Representative, Lebeau focuses on working in a fiduciary role...
Administrative Support Manager
Kelli joined us in 2015, after 34 years in the legal field. Her interest in the financial field led her to seek her securities license, and we are proud to report that she recently passed the Securities Industry Essentials exam...