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
January 23, 2015 |
If you are new to working with an advisor you may not be familiar with the value that they can add to your life....
December 3, 2014 |
Today, I am taking the time to learn how to use a new program. If successful it should reduce some friction in my...
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...