WE LOOK FOR WAYS TO LEAVE LASTING IMPRESSIONS.
We look for ways to make a positive impact on the lives of our family, friends, clients and our
community. We seek to provide exceptional service to our clients by:
Listening and discovering their needs, concerns, goals & dreams
Educating them on their options and providing advice in their best interest
Respecting their assets and risk tolerance
Providing thoughtful insight and solutions to their challenges
Monitoring their progress
Proactively communicating regularly with them
Helping our clients bring their personal and financial goals into focus is our mission. Helping them
create and execute a plan to achieve those goals is our reward.
Firm Start Year
No.of Employees
CRD#
Firm CRD#
Name of Broker/Dealer
Name of Custodial Firm
Years of Experience in Financial Services
Number of Years with Current Firm
Certifications, Accreditations & Designations
Securities Licenses
Insurance and Annuity Licenses
Firm's Number of Clients
Firm's Number of Planning Clients
Firm's Number of Managed Clients
Assets Managed by Firm
Assets Managed by Advisor
BBA -