Professional Experience

Founded in 1972, we’ve seen firsthand that there are always reasons not to invest. Having been through it before we strive to provide thoughtful insights and guidance to look beyond the headlines.  While any licensed advisor can claim experience, we differentiate ourselves through our approach and our credentials. We are passionate about supporting your family’s financial across different life stages.  Our independence allows us to approach clients’ needs objectively, offering a broad range of investments options. We aim to provide personalized strategies and real solutions while delivering a higher level of customer service. Learn more about our philosophy and credentials below:

CERTIFIED FINANCIAL PLANNER™ (CFP®)

The CFP® designation is widely recognized in the industry as a leading credential for personal financial planning. It reflects rigorous training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, and requires ongoing education to stay current with industry changes. CFP® professionals also commit to high standards of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

BEHAVIORAL FINANCIAL ADVISOR™

All of our advisors have completed the Behavioral Financial Advisor™ certification, which focuses on the emotional and behavioral aspects of financial decision-making. While traditional planning assumes rational decisions, research often shows that emotions can influence financial choices. This training assists us when helping clients recognize and manage emotional factors, enhancing the practical use of their financial plan and supporting more informed, thoughtful decisions.