Our Team

Cultivating Relationships – Cultivating Your Wealth

Client Centered



“Cultivate your craft. Water it daily, pour some tender loving care into it, and watch it grow. Remember that a plant doesn’t sprout immediately. Be patient and know that in life you will reap what you sow.”

– J.B. McGee

Meet Our Team

Richard Widick

Richard Widick

LPL Financial Planner & Wealth Strategist

Michele Terlep

Michele Terlep

Client Experience Specialist