Our Team

We are a team of financial service professionals with more than one-hundred thirty years of combined experience in income and tax planning, portfolio analysis and management strategies, retirement planning, risk management and wealth transfer. We are skilled in the integration of employer-provided benefits, investment selection and monitoring the tax-sensitive realities of long-term care and estate planning. Our unified objective is to help you define and achieve your goals.


Victor E. Dupuis, ChFC, CFP

Senior Agency Partner

Michael j. Nalls, CFBS

Agency Partner

J. Douglas Palic

Agency Partner

C. Ross Edmonds, MBA, CFP

Agency Partner

Kari M. Jarmuz, CEBS

Financial Service Team Associate

Sherie M. Higgins, MBA

Financial Service Team Associate

Bryan Dilcher

ParaPlanner

Josh Jenkins, ChFC,CFP

Financial Service Team Leader

Victor M. Dupuis

Financial Service Team Associate

Erin Richmond

Client Services Associate

Jason t. Cabot

Financial Service Team Associate

Lisa Beard

Office Manager

Nicole O’Rourke

Client Services Associate