Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
One of our core values is having fun!
This is a picture from Our Office Holiday Fun Day in Jacksonville FL!
This is a picture from Our Office Holiday Fun Day in Avon Ohio!
Founder | CEO
Partner | Accredited Investment Fiduciary | National Social Security Advisor
Lead Advisor | Certified Financial Planner™ | Certified Public Accountant | National Social Security Advisor
Lead Advisor, Author, Speaker and Founder of Women's Worth
Chief Operating Officer
Accountant | Enrolled Agent | QuickBooks Desktop Certified User
Director of Business Development | Advisor
Director of Marketing
Lead Advisor | Certified Financial Fiduciary
Lead Advisor | Certified Financial Fiduciary | Chartered Financial Consultant & Life Underwriter
Financial Advisor, Investment Advisor Representative
Licensing Personnel | Project Support
Client Service Manager
Funnel Marketing Specialist
Wealth Management Recruitment Advisor
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
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