Our Story
Our firm is built on the foundation of integrity, honesty and a commitment to our community and clients.
As a second-generation family business, financial advising is not just what we do, it is who we are. We pride ourselves on the deeply personal relationships we build with our clients which allows us to offer compassionately tailored services that extend beyond traditional financial advice. Inspiration, education, and empowerment allows our clients to align their money with their personal vision.
Our History
1973 Jeff begins his career working to help client's meet their financial goals | 1981 Jim joins Jeff in the financial services industry | 2004 Lindsey begins her career in the financial services industry | Current As we look forward we are committed to serve our clients and community and seek to offer innovative solutions and care |
What We Believe In
Family
We are a single unit. Working together allows us each to do what we do best, fostering a culture rich in collaboration and belonging.
Authenticity
We are approachable, reliable and trustworthy in all that we do.
Integrity
Our team acts with integrity and honesty at all times.
Conviction
We are confident in the knowledge and experience that we use to enhance our clients’ lives.
Impact
We are committed to ensuring the work we do has significant meaning to our clients, their families and our community.