Distinctions that define Our Difference

Our lead advisors, Rusty Seyle and Tim Hickey, have more than 60 years of combined experience in the financial services industry, while our team has nearly 80 years of combined experience. The market perspective gained through this experience has enabled us to guide our clients through many different market cycles and economic conditions.

We always strive to provide an unsurpassed client experience, one where you are diligently served, your needs are well addressed, and the pursuit of your goals receives the full dedication of our team. Our goal is to anticipate even your unexpressed needs and proactively reach out whenever an important development arises.

Our total team approach means that every member of our team has knowledge of your account and is here to help you, even if the person you regularly work with is away from the office. To us, it just means added opportunities to serve you and enhance the valued relationship we have with you.

We believe professional designations are indicative of financial advisors who are committed to enhancing their knowledge to best serve their clients. Our team members hold credentials such as Certified Financial Planner^™ professional, Chartered Retirement Plans Specialist^®, Chartered Retirement Planning Counselor^SM and Certified Plan Fiduciary Advisor. Rusty Seyle was also named to Forbes’ “2019 Best-In-State Ranking for Top Advisors.”*

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

As one of the largest independent financial services firms in America, Raymond James helps us serve you by providing resources such as leading edge investment research, operational and trading support, and access to industry thought leaders and cutting-edge technologies.

When you entrust us with the careful management of your essential financial matters, it’s a responsibility we don’t take lightly. We understand that trust is something that must be earned, so we endeavor to do so each day by doing what we say we’re going to do and acting in your best interest.

While you set the direction and goals, our team works together to execute our investment strategy on your behalf, giving careful consideration to important factors such as your risk tolerance and investment timeline. Working with professional money managers, we strive to always make recommendations based on your unique needs and in your best interest.

Our purpose is to serve as your trusted partner and valued resource for every financially related matter in your life. Through the full spectrum of financial services we offer – from retirement planning to risk management to business succession planning – we can help you plan not only for a wide range of needs, but for the long succession of significant events that span your lifetime. It’s not just about your investment portfolio, it’s all of these things.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.