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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®



For over 25 years people have entrusted their financial future to Dustin LaPorte's guidance and leading...

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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...

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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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