We offer a team approach to financial planning, offering you a broader scope of experience 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.
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Diane Malison
Financial Advisor, Branch Manager
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Kathryn M. Collins, CFP®
Financial Advisor
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Lisa M. Barrett, CFP®
Financial Advisor
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Pamela G. McRedmond
Client Services Manager
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Patricia A. Snipes
Client Services Representative
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.
