Our Team
How We Work
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.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Kevin Dempsey
Financial Advisor
Karen A. McElligott
Customer Service Representative
Susan Korutz
Administrative Assistant
Valerie Todd
Office Manager
For over 20 years, I’ve had the privilege of working alongside Kevin, ensuring our clients have a seamless and positive experience every step of the way. With over 35 years of customer service expertise, I’m passionate about creating...