Broker Check


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.


Jonathan LaRocca

Wealth Management Advisor


Jonathan M. LaRocca is a Wealth Management Advisor in Brevard, North Carolina. 

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Schelyce Hibert

Remote Client Service Associate

Schelyce currently lives in Southeast Iowa with her husband, Chris and their daughters Adelyne and Luxx. They love to travel the U.S. visiting National Parks, animal and nature preserves and historic sites. Alongside her passion for...
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