Our Qualifications

We have been providing financial advice to individuals and businesses for over 20 years combined.  

We understand that choosing a professional financial advisor to manage your wealth is a very important decision.  We take this choice very seriously, and will work hard to meet your goals while taking the time to listen and understand your needs.  We take seriously the safety and security of your money and investments and will provide exceptional service with the utmost level of respect, trust and integrity.  We understand your needs and goals will change over time; we strive to create a lasting relationship to provide you with the ongoing service you deserve - through the ups and downs of markets and economic cycles.

Our philosophy is based on the notion that the more knowledge and understanding our clients have, the more enhanced the opportunity for them to make sound investment goals and decisions.  We  believe that a client-focused approach, as well as personal accountability to our clients, is the foundation of a mutually successful relationship.