Team We have been working with individuals and businesses for more than three decades.Our team of professionals is small, but each individual brings a wealth of experience to the planning process. Together, we have over fifty years of involvement in various segments of the financial services industry. This give us the ability to consider a wide array of investment vehicles that are much more focused on helping you achieve your dreams.One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more confident financial future.We’re looking forward to using our experience to help you pursue your financial goals. Janet A. Metzinger ChFC, CLU Client Relations 828-877-8626 firstname.lastname@example.org Candice Lengyel Office Manager 828-877-8626 email@example.com Candice comes to us from Appalachian State University. She manages our daily office operations while striving to provide excellent customer service, ensuring clients always receive thorough answers in a timely fashion. Candice also... Read more Jonathan Larocca Investment Advisor Representative 828-877-8626 firstname.lastname@example.org Have a Question? Name Email Question Thank you! Oops!