Our family – Helping take care of your family

Terry Lineberger, CFP®, Senior Vice President, Financial Advisor, Portfolio Manager;  
Kelly Lauterjung, CFP®, Associate Vice President, Financial Advisor, Portfolio Manager.

Welcome to our website. Thank you for taking the time to get to know us a little better. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one's financial life. We believe that your investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan; we strive to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of our approach to business.


A brief introduction to how we do business, and why we do it.