Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

When you get to know us it’s easy to see that we are passionate about what we do. Our team of advisors and associates has over 60 years of experience in the financial services industry. We are passionate about serving others and providing a high level of service to our clients.

We are confident that with our understanding of personal finance and investments, coupled with our training as financial professionals, we can be a resource for you to help you be better prepared for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner, so they can grasp personal finance and use those concepts to pursue their financial objectives.

At our firm, we have the client—and only the client—in mind.

Our priority is helping you take care of yourself and your family. When you choose to partner with us, you can be assured you will receive professional guidance and support that is tailored to your personal situation. No one strategy fits everyone, which is why every client gets our undivided attention from planning to execution to follow-up.

We hope you will put our years of experience, combined with our passion for serving our clients to work for you. Long term relationships built upon mutual respect and trust, and that encourage open and honest communication have been a distinguishing factor of our practice.

Todd Rosel

Todd Rosel

LPL Financial Advisor

Sheree Brown

Sheree Brown

Administrative & Client Services Associate

Paige Griggs

Paige Griggs

Administrative & Client Services Associate

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.