Every life, every family is unique.
Still, everyone needs a plan.

Our wealth consultants are here to help.


Products & Services


Individual Retirement Planning

A solid retirement plan can go a long way toward defining your quality of life, both today and tomorrow. We can help you choose your best options.


Business Retirement Planning

Smart business owners understand the value of a competitive employee benefits program. This is an area where specialized expertise really pays off.


Financial Planning

Today more than ever, having a clear, comprehensive financial plan is truly essential. It feels great knowing you've got your bases covered.

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Investment Guidance

No matter what your level of financial sophistication, you deserve an expert advisor who takes the time to understand your values and priorities.

Chart Monitor

Advisory Programs

Managed Allocation Portfolios and Strategic Portfolio Allocation are powerful tools for establishing clarity, perspective and focus.



You can work hard. Plan well. Invest wisely. But it's just as important to protect against unexpected threats to your financial security.


Educational Funding

The sooner you begin planning for your family's educational needs, the easier it is to reach your goals. We're here to help.


Gifting Strategies

We're all for charitable giving. Having an effective strategy in place can maximize the positive impact of your generosity.


Photo of Patrick Sites

Patrick Stites Wealth Consultant

Patrick began his career as a wealth consultant in 1999. He has focused on helping individuals, families and small businesses save and invest for their financial future. When not in work mode, you'll often find him volunteering with his church, coaching his children's soccer teams, or riding his Onewheel around town.

Contact Patrick

Photo of Melissa Ward

Melissa Ward Wealth Consultant

Melissa has been a wealth consultant for 29 years. She offers a wealth of expertise covering investments, access to insurance and comprehensive financial planning. Whether you have basic needs or wish to make sense of a more complex financial picture, Melissa can help.

Contact Melissa

Photo of Drew Nix

Drew Nix Wealth Consultant

As a wealth consultant, Drew's goals are simple - to know his clients well, to treat them with respect and to measure his own success by their successful outcomes. Drew values client relationships that endure and grow over time, and is well prepared to advise his clients through every stage of their financial journeys.

Contact Drew

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Reach out to discuss your financial plan.

Regardless of your age, income level or ambitions, a well-informed plan can go a long way toward helping you achieve your goals. Together, let’s determine what products and services make the most sense for meeting your specific needs.
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