We are a fiduciary wealth management firm comprised of a team of caring and experienced professionals who are dedicated to supporting you on your journey toward the freedom you envision.
As a wealth management firm with fiduciary responsibilities, and as individual professionals with AIF®, RFC®, CFP®, and CRPC® credentials, we are committed to you and your best interests.
Director of Client Relations
Life Insurance Consultant
Principal, AIF®, RFC®
Director of Business Administration
Director of Business Development
Client Service Specialist
When it comes to trusting someone with developing and implementing the plans for your financial future, you want to know that your financial planner has the experience, education, and ethical standards to navigate an ever-changing financial landscape and to serve your best interests. The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation lets you know that your financial professional has successfully completed extensive training, meets experience requirements, and upholds high ethical standards in their service to clients like you. Contact one of our CFP® team members today to get started with a credentialed financial professional you can trust.
Our Registered Financial Consultants (RFC®) earn this professional designation through the International Association of Registered Financial Consultants (IARFC) after meeting rigorous requirements and standards of education, experience, and ethics. Every RFC® professional has a minimum of three years of full-time financial planning or financial services experience. Trust your financial planning to the experience and education of a Registered Financial Consultant.
A Chartered Retirement Planning CounselorSM (CRPC®) is a financial professional who specializes in defining retirement “road maps” for individuals. They are trained to perform a comprehensive analysis of your personal financial situation, including your needs pre-and post-retirement, sources of retirement income, asset management, taxes, and even estate planning. This respectable designation is awarded by College for Financial Planning to individuals who successfully complete the required program of study and its assessment. When it comes to comprehensive retirement planning, you’ll be in good hands with a CRPC®.
When you trust a financial planner with your financial future, you want to know they have your best interest in mind with every recommendation they make. An Accredited Investment Fiduciary® (AIF®) is an investment professional who has received extensive training on fiduciary standards of care. As a fiduciary, your investment advisor is bound to act in your best interest on every occasion. The revered AIF designation is part of an elite group of credentials recognized by FINRA and is reserved for investment professionals who have met rigorous educational, experience, competence, conduct, and ethical standards, demonstrating that they can carry out the standard of care expected of AIF® Designees.
When they're not in the office, you might find some of our team members out in the community coaching or refereeing youth sports teams, but our love for coaching extends beyond fields and courts. Our experienced team of service-minded professionals can help coach you through life's biggest concerns and help you make informed decisions at every intersection. We'll work to educate and empower you with the knowledge, tools, and organization you need to pursue your goals and maintain your vision for the future.
We work to understand your life completely first because we know that the path to financial freedom includes elements beyond pure finance.
We engage with you on a deeper level to understand your goals and desires. It allows us to plan better and, in turn, forge stronger, more meaningful relationships.
By focusing on your unique desired results, we can plan your path forward and help you stay on track toward realizing your individual goals and objectives.
We're committed to going above and beyond for clients to chart and lead their lifelong plan and to support their journey toward the freedom they envision.
Cetera Advisor Network is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years, Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and other advisors across all 50 states. You can be confident that their tools, technology and support help make us more effective in our relationship with you.
Pershing is a subsidiary of the Bank of New York Corporation, which is the nation's oldest continuously operating bank and one of the world's leading providers of securities services. Both Pershing and Cetera Investment Services have to meet certain net capital requirements and are subjects to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation and protection of investors' assets.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.
An effective financial plan requires an integrated, holistic approach and begins with a deep understanding of your life. We work closely with you to develop a personalized plan that truly supports and integrates your values.
Our team is comprised of caring, experienced professionals who are focused on helping individuals, families, and businesses get a clear picture of where they financially are today and where they want to be in the future.
Ready to get started? Our helpful team is ready to answer your questions and provide the guidance you need for today and tomorrow. Contact our office today to set up an appointment with our experienced professionals.