About

Let Our Decades of Experience Work for You.

Let Our Decades of Experience Work for You.

Let Our Decades of Experience Work for You.

WHAT WE DO

We Specialize in Helping People Retire, 
and Stay Retired

Tom Reese

Partner, 33 Years

Tom Reese is a proud military veteran. He served in the United States Airforce and in the Vietnam War. He also has an education and background in electronics. He began his cawreer in financial services in 1986 and has served thousands of clients in that capacity ever since.


In his free time, Tom likes to spend time with his granddaughter. His hobbies include astronomy and model railroads.

Tom Reese

Partner, 33 Years

Tom Reese is a proud military veteran. He served in the United States Airforce and in the Vietnam War. He also has an education and background in electronics. He began his career in financial services in 1986 and has served thousands of clients in that capacity ever since.


In his free time, Tom likes to spend time with his granddaughter. His hobbies include astronomy and model railroads.

George Bode

Partner, 40 Years

George Bode is a graduate of Wake Forest University with degrees in Economics and Education. He is also a former faculty member at Marshall University Community College. He began his career in financial services in 1980 and has helped thousands of clients with their financial and retirement income planning needs.

George Bode

Partner, 40 Years

George Bode is a graduate of Wake Forest University with degrees in Economics and Education. He is also a former faculty member at Marshall University Community College. He began his career in financial services in 1980 and has helped thousands of clients with their financial and retirement income planning needs.

WE'RE HERE TO LISTEN

Helping you reach your financial goals is our top priority.

We Look Forward

to Meeting You!

Contact Us

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