Our Team
How We Work
Our decision to become financial professionals stems from deeply personal experiences. We witnessed many friends and family members struggling to find the guidance they needed to secure their financial futures. With our extensive knowledge of personal finance and professional training, we are confident in our ability to help others better prepare for their future.
Over the years, we have built a reputation for making complex financial concepts easy to understand. This empowers individuals to grasp personal finance fundamentals and confidently pursue their financial goals. Our commitment to our community drives us to provide the support and education necessary for financial well-being.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Kimberly DeBusk
Financial Advisor
757-947-0367
Mallory Lester
Financial Advisor | Co-Owner
757-947-0367
Robert "Terry" Laufer
President | Co-owner
757-947-0367
Kelly Williams
Administrative Assistant