Meet Our Team

For more than 50 years, our family has helped individuals, families, and businesses build thoughtful financial strategies grounded in values, relationships, and a commitment that spans generations.

Art Fredericks

Retirement Planning Specialist

Art Fredericks has been helping over 2,000 families establish, conserve, and optimize their retirement planning since 1971. Through the years, he has maintained a relationship...

Allen Fredericks

Investment Advisor Representative

Allen is an Investment Advisor Representative, which gives him the fiduciary responsibility to handle, protect, and optimize his customers assets. He plans to continue his...

Heather Fredericks

Operations Manager

Heather has earned her B.A and M.A. from Bob Jones University, and she is a Notary Public.

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Janece Fredericks

Newsletter Editor

Bio coming soon!

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