About Us

Your Advisors

Client Centered

"Our business is built on a foundation of thoughtful client relationships."

As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.

Please check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Your Support Staff

Our Client Relationship Manager working closing with our financial professionals is Stephanie. She is the first person you will see when you come into the office or hear on the phone when you call. Stephanie handles beneficiary changes, adds bank accounts, preps forms, provides reports and statements along with many other tasks. Stephanie is also our in-house notary for our clients use.

Ashley working closely with Alex specializing in asset gathering for guardianship clients. Her other tasks include establishing blocked, unblocked, estate, special needs, and trust accounts. She helps clients navigate court orders and provides supporting court documents such as blocked account receipts, statements, asset tracking and money movement reports. And she tracks and alerts clients of important requirements such as required minimum distributions and account balances.

Joyce is the Financial Assistant who works closely with Brett and oversees the finances of the Firm. She will also assist with technology issues, website management and other office tasks that might arise.