Broker Check


At our firm, we have the client—and only the client—in mind.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We aim to ensure our clients have a good and clear understanding of their own goals, and what must be done to meet these goals.  We are committed to serving all of our community, and have extensive experience in helping public school educators retire well.

Our Mission

Our Mission

We strive to serve others in finding their unrecognized needs.  We help others to break through their own mental barriers, and/or those the world has placed upon them.  We love to serve others in helping them to take intentional action to meet their life’s purpose and fulfill their dreams!

Our Vision

Our Vision

We aim to be energetic, engaging, and entertaining educators in helping others through financial planning.