Our team of representatives is dedicated to building financial freedom for everyone.
Through a face-to-face approach, our representatives provide financial solutions by working toward fulfilling your financial needs and goals.
Our strength comes from our experience with a broad array of financial strategies, products, and services. When we implement these effectively, we can assist our clients in growing and protecting their wealth. We provide a team approach by combining the experience and expertise of our representatives to help find the best plan of action that meets your objectives. As Financial Service Representatives, we have achieved industry designations such as CFP®, ChFC®, LUTCF, CASL to provide a level of knowledge that is vital in today’s investment world.
Senior Partners
Richard A. Fortune, LUTCF®
Financial Services Executive, Financial Advisor, Investment Advisor Representative
Justin Williamson, CFP®, ChFC®
Financial Planner, Investment Adviser Representative
Team Leadership
Alec Hardy, CFP®, ChFC®
Financial Planner, Investment Adviser Representative
Alfred Anke, LUTCF®
Financial Services Representative, Investment Adviser Representative
Our Team
Brandon Sheh, MBA
Financial Planner, Investment Advisor Representative
Nicholas Gentile, CFP®
Financial Planner, Investment Adviser Representative
Support Staff
Mackenzie Nolan
Personal Assistant to Justin L. Williamson & Alec C. Hardy
Jani Sawyer
Personal Assistant to Richard A. Fortune & Alfred Anke
Strategic Partners
Wealth Strategies Resources
Jeremy Hus, MSFS CFP® ChFC® CASL® CLU®
VP, Financial Planning
John Foreman, CIMA® MBA
VP, Investments
Kate Cassidy, JD*
VP, Advanced Markets
Niko Vamvakas
VP, Retirement Planning Solutions
Brian Parmelee, CFP®, CLU®, MBA
VP, Risk Management
Greg Wachter
VP, Risk Management
Beverly Wright
VP, Worksite Benefits
