Meet Our Team
Experienced Advisors Make the Difference
As independent retirement plan advisors, we are with you every step of the way, and we are just as committed to your long-term success as you are. Our plan experience and on-going consultative approach means you have access to a trusted advisor.
Sarah Anthofer, AIF®
Retirement Plan Advisor
Rick DeBartolo
Individual Wealth Advisor
Jeff Hughes, AIF®
Retirement Plan Advisor
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