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Meet the Team

At our firm, teamwork is at the heart of our client-focused approach.

Our passion for wealth management is rooted in a deep commitment to teamwork and collaboration. We've witnessed the challenges faced by those around us in navigating their financial journeys, and it has driven us to create a supportive environment where expertise and understanding come together. With our comprehensive knowledge of personal finance and professional training, we empower individuals to confidently plan for their future. Over the years, we've built a reputation for delivering clear, accessible education, enabling clients to master financial concepts and pursue their goals. Our dedication to serving our community is unwavering.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.

Jim Dishman

Jim Dishman CFP®, ChFC®, RICP®

Wealth Advisor

Addison Dishman, CFP®, MFPA

Addison Dishman, CFP®, MFPA

Financial Advisor

Chantal Searle

Chantal Searle

Executive Assistant

Marchelle Fenton

Marchelle Fenton

Branch Operations Manager

Kesha Scott

Kesha Scott

Manager of Client Relations

Melissa Sipherd

Melissa Sipherd

Registered Trading and Operations Associate

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.