Meet Your Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Bruce Lewin

President – EFM, Senior Financial Advisor - RJFS

Jeff Dargatz

Partner - EFM, Senior Financial Advisor - RJFS

Keith O'Keefe

Partner - EFM, Senior Financial Advisor - RJFS

Kibb King

Branch Operations Supervisor – RJFS

Chris McNeal

Director of Business Development – EFM Financial Advisor — RJFS

Todd Pace

Financial Advisor - RJFS

Anthony Carlock

Administrative Assistant

Becky Sharkey

Administrative Assistant

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.

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