Team
At Five Star Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies *
- Retirement investing and distribution strategies *
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early? *
- Are my investments working hard enough? *
- What’s a good approach for college savings? *
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
* These services are offered by Joseph Hancock, John Sweeden and Mark Ellison through their affiliation with HD Vest.
John F. Sweeden, is a co-founder of Five Star Advisor Partners, L.L.C.. He started his career in financial services with Avantax in April of 1987. John holds numerous professional licenses in multiple states.
Mark Ellison, CFP®, EA is a CERTIFIED FINANCIAL PLANNERTM practitioner and an Enrolled Agent at Five Star Advisor Partners, L.L.C.
Teri Knechtly is a Licensed Property & Casualty Insurance Agent with more than 15 years of experience. She specializes in protecting your home, auto, motorcycle, ATV and any other toys you may have. Her experience brings a vast base of...
Dennis Howard has been Office Manager for Five Star since October 2007.
