About Us

YOUR PARTNER IN PLANNING

FOR AN EMPOWERED LIFE

We relentlessly strive to serve our clients as best as we can in every possible way. Our relationship with you is long-term, and we’ll be there at every fork in the road to help you make the best possible decisions. These carefully-planned actions will be designed to compound over time, with the goal of maximizing your financial potential at every turn.

Jon Yarger

CLU®, ChFC®, AIF®

Founder

Naomi S. Roberts

AWMA®

Director of Operations

Timothy M. Scholten

CMFC®, AIF®

Investment Executive

Matthew Yarger

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Client Relations Manager

Our Commitment to Excellence As

CHARTERED FINANCIAL CONSULTANTS®

As we keep up with the evolving regulations and nuances of the financial services industry, we have sought out opportunities to continually hone our expertise and learn new and better ways to serve your needs. When you work with us, you’ll receive unparalleled service, backed by the premier certification in our industry.

What is a Chartered Financial Consultant®?

Chartered Financial Consultants® (ChFC®) are financial consultants that demand excellence of themselves and their team. They embody this commitment to excellence by fulfilling the requirements for the ChFC® designation, which includes at least three years of experience in financial planning, completing a specified program of study and continuously upholding a high standard of professionalism. A ChFC® is able to evaluate your financial well-being, identify areas of concern and help you address them by developing and implementing a financial plan that emphasizes your financial strengths, while reducing your financial weaknesses.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

How Can We Empower You?