Our Staff





















Our staff is committed to the client. We are sensitive to their needs and complete all tasks in a timely manner.  We focus on the preservation, protection and distribution of our clients wealth.


Jerry D. Kiefer - Founder/Financial Professional

Jimmy N. Chiconas - Financial Professional 

Jim Freudenberger - Financial Professional

Beth Sawyer Registered Sales Assistant 

Caroline M. Guthrie - Client Service Associate