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®*

Financial Advisor

Dustin's Bio

Administrative Team

Kim Dale

Exec Administrative Coordinator

Meet Kim

Mark Hill

Communications Director

Meet Mark

Ray Trueblood, CLU, CFP®

Insurance Analyst

Meet Ray

Simon Beyene

Research Analyst

Meet Simon

Professional Affiliates

Kimberly Sparks, JD-LLM

Sparks Legal Corporation

Learn more

Shelby Steenerson, CPA

Steenerson & Company, Inc.

Learn more

Tom Sullivan

Healthcare Benefit Services, Inc.

Learn more