Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Affiliate Advisors
I'm able to partner with advisors across the country covering a variety of expertise and industries.
Christian Henley
CFP®, ChFC®, CLU®, RICP®, MBA
Wealth Management Advisor
Helping you live your best life: I believe the starting point of any financial conversation should be with you, your life, your family, your priorities, and your goals. I'll listen to what is important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be!
Scott S Niekamp
CEO and Co-Founder
My clients are individuals and businesses with financial protection needs and asset accumulation goals that are unique to their own circumstances. When we work together, I will take the time to get to know you and help identify your financial objectives, as well as implement effective solutions using world-class insurance services and internationally recognized investment products.
Kevin S Dooley
CFP®, CLU®, ChFC®, CASL®, CAP®
Wealth Management Advisor
The purpose of the Dooley team of financial professionals is to help our clients achieve a high quality of financial life. Our goal is to honor God through the use of our talents, creating options and choices to guide our clients in making wise decisions. Kevin Dooley believes that financial success does not happen by chance, but rather through intentional choice.
Brian A LaValle
CFP®, CLU®, MBA, RICP®
Co-Founder and Private Wealth Advisor
We specialize in working with knowledgeable individual investors and time-pressed business owners in all life stages and business cycles. Once we define where you are and where you want to be in the future, we explore your comprehensive financial plan. With my professional staff, we will help you select and secure the best suitable choices from the wide array of product and services available.
Douglas Stockton
MBA
Co-Founder and Financial Advisor
Like you, I have asked, “Am I financially secure?”. As a financial advisor with 20+ years of experience in business development & modeling, I am well suited to help clients make intentional financial decisions. Unlike most advisors, I do not merely advise clients regarding their finances. By guiding our brightest clients, my team helps bring financial clarity to both families and businesses.