We focus more than 121 years of combined financial service experience on each client.  With time and patience we investigate your unique situation until we identify and assemble the pieces of your special puzzle.

We gain energy as we:

  • understand you and your needs and desires,
  • provide you with new ideas that will help you advance toward your desired goals,
  • keep you informed about your portfolio, and
  • bestow compassionate service on every client. 

Always, we follow the principle of doing what is in your best interest.