Team
At our firm, we believe a teamwork approach adds a broader perspective to all we do, and provides increased benefits to our clients.
Dustin LaPorte, CFP®, CKA®, CCFS®
Advisor
For over 25 years people have entrusted their financial future to Dustin LaPorte's guidance and leading...
Anissa LaPorte
Director of Customer Service and Public Relations
Educated from the Medical University of South Carolina (Bachelor of Science degree in Nursing). Educated from Chick-fil-A corporate in Public Relations marketing. Over 15 years of experience in customer service...
Jeffrey Hartman
Office of Supervisory Jurisdiction
Jeff has been in the financial industry for almost two decades. He has a strong belief in the power of relationship building hence making him both successful and widely respected with medical professionals and business owners. Jeff’s...
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