Lacey Richard CFP®, RRC
Since 2010, Lacey has been working with clients to help them better balance the needs of today while planning for tomorrow through a comprehensive approach to financial planning. By taking the time to get to know each client and truly understand their unique situation and goals, Lacey has established a solid reputation of delivering extraordinary financial planning results. Her process provides clear direction, helping clients accumulate, grow and preserve their wealth. Helping clients to achieve their goals is what motivates Lacey, as well as building and maintaining long-standing client relationships.
Debbie Carslake CFP®, RRC, FMA
With over 40 years of experience, Debbie focuses on providing comprehensive financial planning for clients with sophisticated needs. Her experience enables her to assist clients to better understand life's financial complexities, with an emphasis on the importance of tax and estate planning. By employing tax efficient strategies, Debbie is able to build a solid foundation for income needs in retirement, which instills confidence and peace of mind. Debbie does her utmost to understand you and your family to ensure your desired outcome is achieved.
Charmayne Kocsis CFP®
Since 2004, Charmayne has been an integral part of our growing, successful, financial planning practice. Education continues to be a lifelong passion, as demonstrated in obtaining her CERTIFIED FINANCIAL PLANNER® designation; Life Insurance license; and Branch Compliance Officer's course. Charmayne's depth of experience, combined with her knowledge, enables her to oversee all aspects of the practice and understand the ever-evolving changes to the financial planning industry.
Bret Klages
Bret joined our team in 2024 with almost 10 years of experience in the financial services industry. Bret is well on his way to obtaining his CERTIFIED FINANCIAL PLANNER® designation and brings a wealth of knowledge to his role on the team. Through collaboration with Lacey and Debbie, Bret supports upcoming appointment preparation and financial plan implementation.
Tisha Carty
When calling into the office, Tisha is often the first point of contact for clients. Her warmth and welcoming professionalism makes her an invaluable member of our financial planning practice. Tisha is highly organized, focusing her attention on our daily operations, to ensure optimum efficiency in all aspects of client servicing. Her positive attitude brings an enthusiasm to our workplace and enhances clients' overall experience.