Jeffrey E. Bush MBA, CLU, ChFC
CEO and Chief Financial Officer
Steve Jablonski CFP, ChFC, CRPC
President and Executive Secretary
Shannon LaRosse
Investment Advisor Representative
Earl D. Schultz, ChFC®, CLU®
Senior Financial Consultant
Corrina A. Clemens
Director of Client Services and Office Manager
Sheryl A. Smith
Director of Marketing/ Assistant Office Manager
Retirement Planning & Asset Management
Risk Assessment
Financial Estate Planning
Life Insurance Services
Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format. We do this through the WellSpring FORMula. We pay bills and make retirement plans, too, so we understand the frustrations and concerns of personal finances.
That’s why as advisors we focus on creating a plan with you to ensure that you understand your financial plans and can live with confidence.
IN THE NEWS
Jeff Bush and Steve Jablonski have written or been featured in articles from sites including MarketWatch, Kiplinger, Advisor Hub, USA Today, KYW News Radio, and more.
Our Mission
To provide our clients with a plan of action that strives for a greater certainty of their immediate and future financial wellness.
To create customized solutions using a wide variety of financial products and services that have a long-standing history of effective and competitive results.
To maintain high levels of ethical standards while providing exceptional customer service.