Our Qualifications

Our investment advisors draw on over 40 years' experience in offering clients an impressive depth of expertise in retirement and investment planning, insurance, wealth management and estate planning.  Our firm serves individuals, trusts, estates, qualified plans, non-profit organization, and government agencies, including schools, public and private. 

Our advisors are recognized nationally as industry experts and are called upon regularly to provide seminars for accountants, attorneys, insurance professionals, investment advisors and professional associations.

All advisors hold a variety of professional designations, and our combined education and experience position us to offer broad-based financial advice that our clients can trust.