Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Mark G. Overby, AAMS^®, CEP^®, WMS™

Senior Vice President, Investments Branch Manager

Josh S. Haka, AAMS™, WMS

Financial Advisor Vice President, Investments

Kevin Sullivan, AAMS^®

Financial Advisor

Travis W. Thompson, AAMS®

Financial Advisor

Patricia Wilson

Practice Business Manager

Jennifer Skonie

Client Service Associate

Natalie Cifonie

Branch Operations Specialist

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Business Owners

Unique solutions for business owners and entrepreneurs.

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Endowments & Foundations

Delivering strategic solutions to support and sustain the mission...

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Families & Individuals

A pragmatic approach to wealth management

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Retirees

Nurturing wealth so you can live a longer, better life.

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Pre-Retirees

Helping you and your family prepare for the coming years in retir...

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The essence of investment management is the management of risks, not the management of returns.

Benjamin Graham