OUR TEAM

Ted Blanchard, CRPC
With over 30 years of industry experience, Ted Blanchard has dedicated his career to helping clients manage their wealth.
CRPC conferred by the College for Financial Planning.

Heather Bretz
Heather brings over 15 years of experience in the financial industry.

Robert B. Blanchard
Bob Blanchard is a Retired Advisor with over 50 years investment experience.
OUR MISSION
Our mission is to help our clients plan and prepare for their financial future.
Download Our Free Ebook
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."