Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Founder & CEO | Certified Financial Planner™
I do the bulk of the planning and investment management and am the lead financial planning advisor. Contact me for advice or to relay trade instructions.
VP Marketing & Operations
I handle our presence across the web, ensure our clients have excellent service response times, and myriad other behind-the-scenes things.
Client Services Coordinator | Executive Assistant to Jim
I am Jim's Executive Assistant and our Client Services Coordinator. I handle account changes like beneficiary changes and help with the documents associated with opening new accounts.