We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Jim Roble is dedicated to provide sound financial advice by using diverse investment products and strategies for his clients seeking reasonable investment returns over the long term. Specializing in those currently working or retired, Jim provides an advisory process so clients can understand their investments and why they own them. His commitment is to help investors with their accumulation, spending and dispensation of wealth throughout their lifetimes.
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Jim Roble, CFP®
Vice President, Investments
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LeAnna Wilson
Senior Client Service Associate
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
