Experience Makes all the difference
Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.
David Paul D'Herete
Cathy Quinn, CFP®, CRPC®
Kimberly K. "Kim" Penzone, CFP®, CRPC®
Account Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
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614-442-6256