Our Team

The principals of our firm have over 79 years of combined experience in financial services. Together, we’ve assembled a team of professionals that can provide a vast array of specialized services to our clients and are equipped to handle virtually any aspect of their financial dealings.

Our Mission

To construct creative and appropriate solutions to meet the dynamic situations faced by our clientele.

Our Services

Because we pride ourselves on providing the highest level of service to our clients our team will sustain timely and accurate communication, accountability for our actions, prompt responsiveness, and personal attention.

Here are just a few highlights of the services that we provide:

 Oversight of 65 million dollars of client assets
 Proposal and supervision of employer sponsored group benefit programs
 Business continuation and succession planning
 Wealth transfer strategies
 Estate transfer strategies
 Tax planning
 Executive benefits

We are always welcome to any suggestions on how we can serve our clients better. It is only through a constant evaluation of our practices that we may continue to make good on the promise to those who have placed their faith and financial direction in our care.

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Technology Solutions


CRM Systems