MEET OUR TEAM

We are a dedicated group of professionals passionate about empowering you to achieve your financial goals and secure a prosperous future. With a wealth of experience and a deep understanding of the ever-changing financial landscape, we are here to guide you through the complexities of wealth management, retirement planning and more.

We are ready to help you unlock your financial future.

Ben Schrock

BEN SCHROCK

Owner, Investment Advisor Representative
& Insurance Professional

Keith Lockwood

KEITH LOCKWOOD

Chief Investment Officer, Investment Advisor Representative & Insurance Professional

Colleen LeMasters

COLLEEN GOODWILLIE, CFP®, ChFC®

Investment Advisor Representative
& Insurance Professional

Dan Oaklief

DAN OAKLIEF, ChFC®, RICP®, CFP®

Investment Advisor Representative
& Insurance Professional

Caitlin Schrock

KAITLIN SCHROCK

Chief Operations Officer

James Gearhart - Paraplanner / Office Administrator

James Gearhart

Paraplanner / Office Administrator

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Lazy Money Guide BA Schrock

Lazy Money Guide

Savings accounts, checking accounts, money markets, and CDs might seem like secure choices, but they often lead to disappointment. To combat “lazy money” and maximize your financial potential, consider incorporating Fixed Indexed Annuities (FIAs) into your portfolio. While the urge to safeguard your funds is natural, traditional options might yield meager returns in today’s low-interest-rate environment. FIAs offer a unique blend of principal protection and growth potential, potentially outperforming conventional choices while keeping your capital secure. Ready to enhance your financial strategy? 

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