Our Qualifications

We have been working with individuals and businesses in the area for over 20 years.

We are dedicated to developing lasting relationships with all our clients. Our advisors believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with our advisors is their ability to provide clear, easily understood explanations of financial products and services. The personalized program that they can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our advisors' expertise to help you pursue your financial goals.

 

OUR TEAM

 

 

Kathy Diduch

Kathy Diduch

CERTIFIED FINANCIAL PLANNERTM  Professional

Kathy has spent much of the past 20 years specializing in retirement planning.  She earned her bachelor's degree from the University of Texas at Tyler.  She earned designation as a CERTIFIED FINANCIAL PLANNERTM professional and Chartered Retirement Plans Specialist from the College of Financial Planning. She holds FINRA Series 6, 62, 63 and 65 securities registrations through her affiliation with Lincoln Investment, and life and health insurance licenses.

 

 

Angie Mendoza

Angie Mendoza

Branch Administrator

Angie earned a Bachelor of Business degree in Finance from Howard Payne University and holds her FINRA Series 6 securities registration through her affiliation with Lincoln Investment.  She assists Kathy with servicing client's needs.

 

 

Stacey Moseley

Stacey Moseley

Operations Administrator

Stacey earned a Bachelor of Arts in Business Administration from Drury University.  She helps support the office.

 

 

Lori Shipman

Lori Shipman

Sales Manager

Lori attended Tyler Junior College and Ambassador University.  She earned her Bachelor of Science degree in Management Information Systems from Ambassador University.  She holds her FINRA Series 6 securities registration through her affiliation with Lincoln Investment.