Generations of experience building relationships for generational wealth.
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Our Commitment to Care
This firm carries our family’s name because it represents our family’s values—trust, integrity, and a deep commitment to the people we serve. From day one, we’ve focused on helping families, business owners, and community leaders move forward with clarity and confidence. For us, financial planning isn’t just about numbers—it’s about changing lives, creating legacy, and showing up in the moments that matter.
We are here for you, your family and for your business.
Whether you're preparing for your family’s future or protecting the business you’ve built, we’re here to help you plan with purpose. We offer strategies for every stage of life and business—from life and disability insurance to investments, annuities, and college funding. For business owners, our work includes succession planning, employee benefits, and retirement solutions that help your people thrive and your vision endure.
Our Team
We are a team rooted in experience, shaped by service, and driven by relationships. What sets us apart isn’t just what we do, it’s the way we care.
Geoffrey McDermid, CLTC, LUTCF®, LACP, CLU®
President and Chief Executive Officer
Phillip Held, CLU
Financial Advisor
Daniel Klun
Financial Services Professional
Nicholas Sousanidis
Financial Services Professional
Michael Mangone
Financial Services Professional
Colleen McDermid
Executive Operations Officer
Megan R. Swanson
Administrative Sales Assistant
