Pursuing your financial goals with experienced guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and I’m here to help you, too. We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier.

I can provide you with investment services and guidance that make the most sense for you and your family. I’ll also be there to help you each step of the way as you pursue your personal financial goals.

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Our Team

Get better acquainted with us and how we can help you

Pictured from left to right:
CURT CONNERS, GWEN STACY, PETE PARKER, Mary Watson, Betty Brant

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.


If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie