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
Start with Strategy: Retirement Savings Part 1
The first step of saving for retirement is to implement an investment strategy that provides the annual income you will need, while balancing other considerations, such as liquidity, your risk tolerance, and anticipated rates of return. This includes understanding what type of account you should be utilizing and how much you should be saving.
Health and Wealth:
Medical Costs in Retirement
Our life expectancy has increased at a steady pace over the years and is expected to continue increasing. According to the U.S. Census Bureau, the average 65-year-old American can expect to live another 19.6 years.
When & How: Maximizing Social Security
The timing of Social Security benefits is one of the most frequent questions we get from...