Broker Check


Finding Your Path

Life takes us down different paths, and each path requires a different strategy. Our clients receive our undivided attention—from planning to implementation and staying in touch. We take a holistic approach when developing your plan so that you are prepared throughout the twists and turns of life.

Everyone encounters challenges along the way, but we work hard to anticipate and address those situations as they arise. We want to keep you on track and strive to protect your financial welfare.



Certificate of Deposits


Exchange-Traded Funds (ETFs)

Fixed-Income Bonds

Mutual Funds


Unit Investment Trust

Financial Planning

Investment Planning

Tax-Sensitive Investing

Educational Planning

Retirement Plans

Wealth Management


Institutional Consulting


Leaving a Legacy

Protecting Your Family

Transitioning a Business

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (681) 588-5147