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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.

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