1655 North Commerce Parkway
We are a Fiduciary to You
Your goals are our goals. Your best interests are always put first.
Celebrating 25 Years
25 years of serving families and our community.
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
Take the mystery out of investing and preserving wealth.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
President & Sr. Advisor
Laura has spent her career helping people in need. She received her Master’s degree in Mental Health Counseling in 1992, and her financial planning practice grew out of her recognition that financial decision-making is one of the...
Chief Compliance Officer
Woody manages interactions with regulatory agencies, investment companies, and retirement plan providers to ensure our strategies are implemented with precision. Woody earned the Accredited Investment Fiduciary® Designation in 2021...
With her hospitality finance experience, Rocky helps clients through financial decision making, while providing excellent client service. Rocky graduated from Cornell University with her Bachelor’s in Hotel Administration, and...
Mary handles all account logistics and works with our asset management partners to ensure your money is managed promptly and securely. She has several years of experience in the financial services industry, and holds the FINRA Series...
Client Service Associate
With her client-centric attitude and attention to detail, Susan ensures our office runs smoothly. Susan answers phone calls, assists clients with appointment scheduling, and always strives to provide thoughtful and caring service.
Angela oversees logistics of financial/investment planning meetings and keeps our office organized. With years of experience as a school teacher, Angela’s thoughtfulness and attention to detail allows our clients to be sure that...