Prospera Financial
Our clients’ needs are our top priority. We chose to become an independent firm in order to be able to offer a wider variety of investment options to best grow your assets. We partner with Prospera Financial Services, a new breed of independent broker dealer firm where the advisor leads the charge, individuals define their own brand of success, and the highest level of service comes standard. Founded in 1982 by financial advisors, Prospera’s growth has been fueled by partnering with some of the nation’s largest securities firms. Our relationship with Prospera means you’ll enjoy the best of two worlds—the hands-on expertise and attention of a boutique, service-driven culture and the resources of some of the largest broker dealers in the country.
Prospera has a select partnership with Wells Fargo Clearing Services. Prospera’s resources and network, combined with their expertise and personal touch ensures you will receive the highest standard of service to help you reach your short-term and long-term financial goals.
First Clearing, LLC.
First Clearing provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in Saint Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage business and the strength of Wells Fargo & Company, one of the nation’s largest financial service companies.
First Clearing is a member of the New York Stock Exchange, NASDAQ and other major exchanges.
Mike “Cy” Cajthaml, CFP®, ChFC, CLU & Pareto Systems
Cy is a Business Development Coach with Pareto Systems and works with highly successful Wealth Advisors across the country and in Canada in helping them create an enhanced Client Experience. He guides elite Advisors in developing and refining a proprietary process where the Advisors take all the pieces of their client’s financial puzzle and puts them together in such a way as to help them sleep well at night.
For over three decades, Wealth Advisor Mike “Cy” Cajthaml has been well known to his clients, financial colleagues and the financial advisors he has trained as “Mike Cy the Investment Guy”. As a fiduciary he promotes a client-based philosophy earning him a reputation for helping hundreds of clients prepare their financial plan so that they can pursue their dreams and goals for retirement.
“I love working with Terry because he truly cares about what matters to his clients… this is their “Why”. He also understands that the money is just the client’s “How”. He is passionate about always doing what is in the client’s best interest”.