Our Mission

Our mission is to inform our clients how to help build and preserve their wealth and to lead them down the path to obtaining their financial goals and dreams by utilizing a holistic planning process.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Approach

Financial advice is easy to come by, but finding sound financial advice from an independent advisor is a more difficult task. We are under no obligation to represent or use specific financial products or instruments produced by any firm. This means we offer advice based on your needs, with no inherent conflicts of interest. Advisors who are employed by some firms may be required to recommend products by their firm which may not always be the best for the client.

Because we are independent does not mean we are small. As members of the Tenacity Advisor Group we have relationships with other independent firms across the state/nation. We will gladly work collaboratively with your CPA or attorney. However, if you would like us to introduce you to one of our strategic partners, we would be happy to.