MEET OUR TEAM

We are a dedicated group of professionals passionate about empowering you to achieve your financial goals and secure a prosperous future. With a wealth of experience and a deep understanding of the ever-changing financial landscape, we are here to guide you through the complexities of wealth management, retirement planning and more.

We are ready to help you unlock your financial future.

BEN SCHROCK, BFA™

BEN SCHROCK, BFA™

Owner, Investment Advisor Representative
& Insurance Professional

KEITH LOCKWOOD

KEITH LOCKWOOD

Chief Investment Officer, Investment Advisor Representative & Insurance Professional

COLLEEN LEMASTERS

COLLEEN LEMASTERS, CFP®, ChFC®, BFA™

Investment Advisor Representative
& Insurance Professional

Dan Oaklief

DAN OAKLIEF, ChFC®, RICP®

Investment Advisor Representative
& Insurance Professional

LINDA SINTIC

LINDA SINTIC

Office Administrator

KAITLIN SCHROCK

KAITLIN SCHROCK

Chief Operations Officer

What to Consider in Your Charitable Giving Plan

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

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