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

Ryan Spawr

Accredited Asset Management Specialist

Ryan's Bio

Administative 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

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Shelby Steenerson, CPA

Steenerson & Company, Inc.

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Tom Sullivan

Healthcare Benefit Services, Inc.

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