Associates

 
  • Larry Welder

    Owner / Financial Consultant

  • Karen Welder

    V.P. Operations

  • Joan Kerr

    Associate

  • Peter LaHatte

    Associate

  • John C. Stults

    Associate

  • Peter L. Way

    Financial Consultant

  • Elizabeth Welder

    Client Relationship Manager

  • Stephanie Spence

    Client Services Manager

  • Tom Ables

    ChFEBC, MDRT

  • Aretha Zertuche

    Office Manager

  • Kris Wright

    Administrative Assistant