Broker Check


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, CAP®, ChHC™, AIF®

Employee Benefits Advisor, Wealth Consultant



Lee has been in the insurance, employee benefit, investment and financial services field since 1979. He provides a full range of employee benefits. Lee brings coordinated services to provide corporate consulting on 401(k) plans and...
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Dywane Hall, MA, CRPC, AIF

Registered Principal, Wealth Consultant



[email protected]

Dywane has well over three decades of successful experience in portfolio and investment management. He serves both business and individual clients in working toward their financial goals. He is Chartered Retirement Planning Counselor...
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