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Douglas R. Peete, AIF®, ChFC®

Owner, Investment Consultant
  • Investment Consulting
  • Strategic Planning

Nikki Finley, CPFA™

Wealth Advisor Assistant
  • Provides employer-level 401(k) administrative and design support
  • Coordinates portfolio management process for individuals and families
  • Assists in analyzing investment research for portfolio construction
  • Client-centered personalized advice

Erin Veith

Client Relationship Manager
  • Supports 401(k) plan sponsors as an internal liaison
  • Assists with retirement plan documentation and investment changes
  • Coordinates client onboarding and administrative services
  • Serves as the firm’s insurance specialist.

Kelley-Jean Peete, WMCP®, RICP®

Retirement Income Support Specialist
  • Serves as the firm’s annuity specialist
  • Provides support for the income-generating investments
  • Assists in analyzing investments to optimize income streams and minimize market risk

Jerry Anesi, CPFA™

Financial Wellness and
Individual Client Service Associate
  • Provides direct 401(k) support and guidance for plan participants
  • Conducts onsite financial wellness sessions for employer-sponsored retirement plans
  • Helps clients understand and work towards improving their financial situations
  • Assembling and reporting of cash flow analysis

Gabrielle Siebold

Relationship Coordinator
  • Coordinates client hospitality
  • Manages client appointments and team member calendars
  • Facilitates the firm’s daily administrative operations


Interoffice Delivery