Mission Statement

We treat each client as if they were our only client.  We design and guide them on a personalized path towards their goals.

Values

Relationships            

Planning is a process not a transaction. Knowing our clients enables us to provide the best service.

Independence        

Through our affiliation with LPL we are free to choose the financial tools that best fit our client's needs, unencumbered by propriety products.

Integrity                     

Honesty in our words and actions is the foundation of all relationships we build.

Competence           

We strive to continue to build our knowledge and skills through collaboration with other professionals, rigorous continuing education, and professional certifications.