Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. We are dedicated to educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dave Frook

Dave Frook

Vice President & LPL Financial Planner

Jerry Catlett

Jerry Catlett

LPL Registered Representative

Lisa Griess

Lisa Griess

Wealth Management Assistant