Mike Lonas

Our world is getting more complex. Organizing, coordinating and managing your comprehensive financial strategies may have become a time-consuming and difficult task. By serving as your family’s overall financial confidante and advisor, I can help you achieve and maintain confidence in your financial choices – today and into the future.

I am proud that the families we work with look to me as their primary resource not just to help manage their investments, but to guide them with being better prepared financially for both the expected, and unexpected, events in their lives.

The service from our branch is efficient, prompt and cordial....