- We are "team approached" advisors, bringing forward a combined 50 plus years of experience in money, insurance, financial and business management.
- Nancy holds and keeps current the highest of industry designations (CFP, CLU)
- Our approach is "know our client first", understand their desires and compliment solutions to be flexible to meet their needs today and in the future.
- Client’s wealth preservation and growth with tax efficiency are significant cornerstones of our practice.
- Our practice is built on knowing the fund companies and managers that we bring forward to our clients.