Our Firm

Our practice was founded on traditional values: Hard work, loyalty, uncompromising quality, and personal service.  When we manage your money, you get all this and more.

Being a CERTIFIED FINANCIAL PLANNER™ Practitioner with over 26 years of investment management experience, I have the knowledge and expertise to assist you in working toward your financial goals and objectives.  As an independent financial advisor, you can also rest assured that the recommendations you receive will be both independent and objective.

Our goal is to be your most trusted advisor.  This is achieved through our professionalism, knowledge, integrity, and personalized service.  With the help of my administrative assistant, Nicole Barg, we appreciate the opportunity to work with you on this journey.