WHY US?
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
About Us
A cornerstone of investment consulting is the recognition that everyone’s economic situation is unique. Personalized service is essential.
Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
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OUR SERVICES
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
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OUR TEAM
Learn more about our amazing team of professionals
Brian Whinnery
Jim Miley
Dan Armstrong
Anna Kraemer
Suzanne Mahowald
Grace Ginther
Greg Klein
Kathryne Connell