Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Charles David Wallin
President, Registered Principal, Registered Representative Cetera Advisor Networks
Jeffrey L. Dodson
Vice President, Registered Representative, Cetera Advisor Networks
Jamie Arnold
Nonregistered Fingerprinted Representative, Cetera Advisor Networks, Executive Assistant to Jeffery Dodson
J. Michael Entz
Registered Representative, Cetera Advisor Networks
Carl E. Thomas
Registered Representative, Cetera Advisor Networks
Ray Young, CPA
Tax Counsel and CFO of Apex Financial Solutions, LLC.