Broker Check

Our Team

Tom Small

President and CEO

Tom Small has been a financial adviser for over 30 years and has held many leadership positions and has been given many prestigious awards over his career. He is a past President and board member of the Financial Planning Association...

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Nate Whitson

Financial Advisor

Planning for retirement (and beyond) can be challenging and stressful.  Successful, conservative investors often wonder: “Will we be okay if the markets go crazy?”  

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Anna Horford

Administrative Assistant

Anna is an administrative assistant with over 7 years of marketing, sales, & customer service experience. As the “face” of our office, she handles client communications & seeks to ensure a personal & efficient relationship...
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Marlena Kreis

Financial Advisor Assistant

Marlena is an experienced Financial Advisor Assistant with a demonstrated history of working in the investment management/insurance industry for over 25 years. She is a strong finance professional as well as underwriting professional...
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