Our Team Of Professionals
Jessica Searcy Kmetty
President & CEO
Marc C. Shaffer
CERTIFIED FINANCIAL PLANNER PROFESSIONAL™, CFO
John C. Fales
CERTIFIED FINANCIAL PLANNER™ Professional, CCO
Ryan W. Brooke
CERTIFIED FINANCIAL PLANNER™ Professional, CIO
Michael J. Searcy
Founding Advisor
Kimberly Solomon
Financial Advisor
Brenda M. Carrico
Director of Client Service
Anna Veres
Client Service Associate
Kahli Requet
Client Service Associate
Cali A. Gillespie
Director of Marketing
JOIN OUR TEAM
STAND WITH US
Our people are the creative force that helps our business prosper. By fostering an environment where our employees can thrive, both personally and professionally, we believe we are creating a healthy future for our company.
COMMUNITY IMPACT
Giving back to our community is part of the heartbeat of our organization. From participating in educational opportunities to philanthropy projects, we maintain an active presence in our community serving those around us.