Broker Check

While we are passionate about helping our clients plan for their financial futures, our lives outside of work shape who we are, grounding us in family, experiences, and connection.

The Kerber Family

Bob and Eean at the Disney Marathon

Bob and Eean at the Disney Marathon

Sam, Bob, Eean, Keith, and Kyle

Sam, Bob, Eean, Keith, and Kyle

Bob finds his greatest joy in spending quality time with his family. Whether it’s traveling to Disney, training for and running marathons alongside his wife, or most recently cheering Eean on during her incredible run in the Boston Marathon, Bob values every moment that brings his family together. He also enjoys visiting his sons, Keith and Kyle down south, and loves going to watch Sam perform in the school musicals.

The Hopkins Family

Kayla, Sammie, and Missy

Kayla, Sammie, and Missy

Chris, Missy, and Kayla

Chris, Missy, and Kayla

Missy loves making memories with her daughters, Kayla and Sammie. She enjoys traveling to Hilton Head to spend time with them and embraces any chance to relax and recharge on a cruise. For Missy, family time and meaningful moments are what make life truly fulfilling.

The Dizon Family

Kaitlyn, Nick, and Kai

Kaitlyn, Nick, and Kai

Nick, Kaitlyn, and Cocoa

Nick, Kaitlyn, and Cocoa

Kaitlyn values time spent with her family and friends, prioritizing meaningful moments together. She enjoys traveling and creating lasting memories with her son Kai, her husband Nick, and their dog Cocoa. From exploring new places to enjoying everyday life, she cherishes the time they get to spend together.