About Us

We are an independent company established in 1981. We are not owned or affiliated with any other company. We are not dependent on the sale of financial products as are many other companies.

Certified Public Accountants (CPA’s)

Prior experience includes CFO’s, controllers and auditors for big 5 CPA firms

Personal Financial Specialist

A CPA/PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.

Certified Financial Planner™ (CFP®)

CERTIFIED FINANCIAL PLANNER™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Certified College Funding Specialist™ (CCFS®)

Trained to help you save for college and understand college financial aid

Certified Fund Specialist (CFS®)

CFS certification enhances the professionalism of financial advisors through education and certification programs in a manner that fosters integrity, commitment to improvement and excellent service