Broker Check

Meet the Team

Luke Neff

Financial Advisor, MSFP, CFP®, AWMA®, CRPC®

(937) 643-3805

Branch Locations: Centerville, Kettering CRD#: 42132 Luke Neff regularly partners with individuals and families to make smart financial decisions through comprehensive financial planning and portfolio management. He covers topics such...

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Pat Koons

Financial Advisor, RICP

(937) 643-3806

Branch Locations: Beavercreek, York Commons, Dayton VA, and Kettering. CRD#: 5428073. Pat Koons has a passion for helping members achieve their financial goals by utilizing personalized financial planning strategies and simplifying...

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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.