Our Team



Walter J. West

Senior Financial Strategist


Walter is our Senior Financial Specialist, where he spends the majority of his time on client acquisition, reviews, and operations. His normal day starts early and ends late and is always a little different (but Walter loves the…

Read more

Schedule A Call


Alan Pershing, MBA

Financial Consultant


Alan has always been interested in financial planning, but when he personally saw the impact that adequate planning can have, he was even more motivated to make this his career. After his dad passed away, his brother-in-law, a…

Read more

Schedule A Call


Hope Kiefner, CFP®

Financial Consultant


Hope comes from a diverse background where she discovered those well-versed in sound financial practices tend to lead the pack, and it is never too late to start making smart financial decisions. While she has always enjoyed…

Read more

Schedule A Call



Lori Timmons

Client Service Coordinator


Lori is our Client Service Coordinator, where she greets clients, processes applications, processes client service requests, and organizes client and public educational events. She has been in the financial services industry on and…

Read more


Jody Drakes

Account Manager


As our Account Manager, Jody assists new clients with opening and tracking both investment and annuity accounts, assists current clients with any requests or issues they may have, and organizes client functions and events. She…

Read more


James West

Technology Manager


James is our trusty Technology Manager, where he manages all day to day technology operations and evaluates and implements technology solutions on a per project basis. He has worked in the financial services industry…

Read more