Overview

My husband and I have been in the industry for a combined 40+ yrs, we both started in the discount business, I then moved to full service; where I've been for 22 yrs, and he for over 10 yrs. We joined forces a couple years ago and are wanting to grow our practice as we will be working for another 15-20 yrs. We run a fee based practice with an emphasis on an overall planning approach. We do wrap accts, annuities, funds, ishares and stocks. We believe if you do what's right for the client everything else will fall into place.

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within 6 months

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