Put your future into focus today.
Working with Us
Our office consists of a fully integrated team of financial professionals, with a cumulative total of almost 200 years of experience in the financial services industry. Our advisory team includes a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Specialist, an Accredited Asset Management Specialist, and an MBA.
Year after year, we continue to be recognized by our peers, our firm, and our industry for the diligence we display in helping guide our clients toward prosperity. Members of our team are honored to have been recognized by Wells Fargo Advisors Financial Network. We believe recognitions like these are only possible because of our clients.
Over the past four decades, we have developed and carefully refined our investment process. While the specifics of every individual and family we work with are different, there are many common elements in how we work with clients. We are committed to delivering a comprehensive plan to help our clients achieve their individual goals.
Westlake Location
Ashtabula Location
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you