Our Qualifications

We have been providing financial solutions for individuals and businesses in the area for over 30 years.

Together we have extensive personal and professional experience allowing us to help individuals and businesses make unbiased financial decisions that are appropriate for them.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

We understand the importance of working with financial advisors who are well informed and competent in their field. We have individuals in our office that have obtained the following designations:


CFP- Certified Financial Planner

Analyze and develop personal and business financial plans

CFBS- Certified Family Business Specialist

Understand the workings and challenging dynamics of family-owned businesses

CLTC- Certified in Long-Term Care

Understand the long-term care planning process

LUTCF- Life Underwriter Training Council Fellow

Understand the importance of establishing strong, lasting client relationships.

ChFC- Chartered Financial Consultant

Complete comprehensive financial planning processes through an organized way of collecting and organizing information