meet us
Who We Are

Experience, compassion and integrity. Meet our people.

We have assembled a team of experienced and skilled professionals with a proven track record for providing exceptional service.  We are proud of our ability to collaborate with proven partners in an environment of empowered local decision-making allowing us the flexibility, responsiveness, and personal attention that you deserve.

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Our professional’s credentials and designations include:

  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)
  • Certified Financial Planner (CFP®)
  • Certified Trust & Financial Advisor (CTFA)
  • Certified Securities Operations Professional (CSOP)
  • Certified Fiduciary and Investment Risk Specialist (CFIRS™)
  • Certified Structured Settlement Consultant (CSSC®)
  • Master Structured Settlement Consultant (MSSC®)
  • Professional Plan Consultant (PPC)
  • Juris Doctor (JD)
  • Master of Business Administration (MBA)