Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
President, CEO, Senior Portfolio Manager
For the last 37 years, I have maintained a fee based financial planning practice and investment advisory services encompassing multi-generational estate planning, portfolio coordination, business succession planning
CFO-Chief Financial Officer, Treasurer
Neely began working with Frank Tehel in 2006. Prior to joining his team, she worked in higher education as a Faculty Coordinator, hiring and scheduling graduate and undergraduate faculty for an adult studies program at Averett University.
Investment Advisor Representative
My education began in Hillsboro County, Florida where I completed high school and earned the rank of Eagle Scout in the Boy Scouts of America. My undergraduate degree, BS in Biology, was completed at Berea College (Berea, Kentucky). A...