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Who We Are
Meet the Team
Diane Weyrick
Adam Evenson, CFP®
Derrick Girard, CFP®, AIF®, NSSA®
Paula Andreas
Our Mission
Our Commitment
Our Firm
Locations
Products & Services
Financial Services
Comprehensive Financial Planning
Retirement Planning
Estate Planning
Business & Farm Succession
Employer Sponsored Plans
Individual Retirement Accounts (IRAs)
Traditional and Roth
Portfolio Management
Wealth Accumulation & Preservation
Investment Products
Mutual Funds
Exchange Traded Funds (ETFs)
Real Estate Investment Trusts (REITs)
Variable Annuities
Fixed Annuities
Stocks
Bonds
Insurance Protection
Life Insurance
Long-Term Care Insurance
Disability Insurance
Client Area
Contact
Home
Who We Are
Meet the Team
Diane Weyrick
Adam Evenson, CFP®
Derrick Girard, CFP®, AIF®, NSSA®
Paula Andreas
Our Mission
Our Commitment
Our Firm
Locations
Products & Services
Financial Services
Comprehensive Financial Planning
Retirement Planning
Estate Planning
Business & Farm Succession
Employer Sponsored Plans
Individual Retirement Accounts (IRAs)
Traditional and Roth
Portfolio Management
Wealth Accumulation & Preservation
Investment Products
Mutual Funds
Exchange Traded Funds (ETFs)
Real Estate Investment Trusts (REITs)
Variable Annuities
Fixed Annuities
Stocks
Bonds
Insurance Protection
Life Insurance
Long-Term Care Insurance
Disability Insurance
Client Area
Contact
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