More About Our Company
We want you to be successful, to achieve your dreams and do the things on your bucket list. To do all that you need to be financially free. Let us be your guides and advisers to getting the things you want done in life done. Our Team is currently made up of four hard working individuals.
Jim Beall – the President
Holst C. Beall, Jr. – the retired Chairman Emeritus and Founder of our company
Colleen Giffin is our Certified Financial Planner and a proud member of NAPFA (that would be the National Association of Personal Financial Advisors)
Betty Arnold who keeps us straight along with the books.
Victoria Carcova intern + she’s a Mercer Bear majoring in Communications!
Recent Blog Posts
April 4, 2014 |
What happens when you get a new car? You learn where all the buttons and switches are to do the things you did...
March 28, 2014 |
I use a lot of software. It is a ubiquitous part of our lives. I am trying out new apps or learning the ones I...
March 21, 2014 |
Workspace: Engineer your environment to increase productivity and focus. Dual monitors are standard office fare...