Who We Are
Our team combines old-fashioned values with contemporary ideas to recommend custom-tailored investment programs for individuals, trusts, corporations, and retirement plans. Building lasting relationships and providing objective advice, we are committed to offering our clients the highest level of service and solutions in order to help move them toward their short- and long-term financial objectives. With over 300 investment relationships, the team currently manages approximately $140 million.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.