Our Stories

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!