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About UsExpect a Team Approach. We feel strongly that the best financial strategies are those that consider every aspect of your life and every facet of your business. We've organized our firm so that you benefit from a breadth and depth of solutions that includes portfolio management, tax planning, business consulting, employee benefits and human resource services, estate planning, and computer consulting. Our Team. Click on the bios below to read more. PAUL H. HECKLER | Managing Director & Co-Founder CHUCK MCLUCAS CPA | Senior Investment Counselor JOHN KLEPONIS CFA | Senior Portfolio Manager DEBRA CURRY CFP® | Senior Vice President |







