Achieving your retirement goals is best accomplished with the help of a trusted investment advisor — one who listens first, understands personal situations and timing, then studies and recommends the best options.
We believe the best way to help our clients achieve these goals is to provide support every step of the way. That’s why we identify and recommend additional professionals and resources to help administer your group or individual retirement plan in the simplest, most effective way possible.
Put simply, our mission is to help you maintain focus on your individual and retirement business goals.
As your investment adviser, we work with you to understand your business objectives, tailor a provider and plan recommendation, then act as your direct, local liaison for plan oversight.
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We take a holistic approach when developing your retirement solution, including current and projected income, family considerations, and post-work goals. For business owners, we also consider corporate retirement plans and business succession planning.
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There’s nothing more personal than retirement goals and planning. After all, the vision of retirement is different for every individual, business owner, and non-profit organization.
No matter who we’re developing retirement solutions for, we consider the entire financial situation.
All of our clients receive the benefits of our global perspective for investment offerings, along with a personal approach that can only come from a local relationship and dedicated advisor contact.
Retirement Team
Melissa D. Bane, CPA, CFP®, PFS®, ChFC
Senior Client Private Advisor
John W. Cooper, CFP®
Senior Private Client Advisor
Denise H. Lollis, CPFA®
Chief Operating Officer
Chief Compliance Officer
Callie Bradshaw
Private Client Specialist
Germein De Sario
Private Client Administrator
K. Diane Smith
Private Client Administrator
William M Coxe, Jr., CRPC™
Private Client Advisor
Brian L. Disher, CFP®
Director of Wealth Management
Browse Retirement Blog Posts
All About Your 403(b): Traditional vs. ROTH
Most non-profit employees are familiar with the benefits of contributing to a Traditional 403(b): before-tax retirement savings, large contribution limits and no income limitations. But you may not be aware of the similar benefits a ROTH 403(b) account can provide. John Cooper breaks down the differences and discusses how you can choose what plan can serve you best.
Winding Up Withdrawals:
Retirement Savings Part 3
As you approach retirement, how will you access the money you worked so hard to save? This is part three in our retirement savings series: Plan Your Withdrawal Rate.
The Balancing Act of Allocation:
Retirement Savings Part 2
The second step of saving for retirement is to decide how to invest those assets. To determine your asset allocation, decide how much you’ll put into various types of investments and become familiar with the role those specific products play in your overall strategy.