Accumulated financial wisdom
Our team has more than 55 years of combined experience in the financial services industry. Additionally, members of our team are fully insurance licensed – one holds the professional designation of Certified Financial Planner™ certificant and another is an Accredited Asset Management SpecialistSM – which gives us added experience in evaluating and making recommendations to you.
We are dedicated to serving as your trusted financial partner, spending time getting to know you, staying in regular contact and proactively reaching out whenever anything specifically needs to be addressed.
We take a true team approach, working together to bring different perspectives and experiences to the table for you – all helping personally address your needs and situation. Each person on our team plays a part in creating a seamless and responsive client experience for you.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.