Broker Check

Financial Planning Team

Herb White, CFP®, AIF®, MBA*

Certified Financial PlannerTM

President

Herb's Bio

Suzanne Charrin, RFC®, MA*

Financial Advisor

Suzanne's Bio

Brian Marston, ChFC, CLU*

Financial Advisor

Brian's Bio

Randy Stone*

Financial Advisor

Randy's Bio

Michael Labedz, CFE®*

Financial Advisor

Mike's Bio

Dustin McDonald, AIF®, RFC® *

Financial Advisor

Dustin's Bio

Administrative Team

Kim Dale

Exec Administrative Coordinator

Meet Kim

Mark Hill

Communications Director

Meet Mark

Simon Beyene

Research Analyst

Meet Simon

Professional Affiliates

Ray Trueblood

Insurance Analyst

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Shelby Steenerson, CPA

Steenerson & Company, Inc.

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Tom Sullivan

Healthcare Benefit Services, Inc.

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