We are highly attentive to our clients, in touch with their lives and in step with their needs. We maintain high standards of integrity with a singular focus on always acting in our clients’ best interests. It is never our practice to push investment products they don’t need or promise anything we can’t deliver.
Jay Ferguson and Keith Hill have more than 40 years of combined experience in the financial services industry and both hold the professional certification of Certified Financial Planner™ practitioner, one of the most respected financial planning credentials and recognized standard of excellence in personal financial planning.
Our ongoing commitment to comprehensively addressing every essential financial matter has resulted in countless long-term client relationships, which often evolve into personal friendships.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.