Our Company

The success of our company is based on the strength of our relationships in our community. Our clients come to us largely by way of referrals, both personal and professional. They are people just starting out, saving for their children’s education, transitioning to a new job or retiring. Since we believe that everyone deserves our full commitment and dedication, we set no account minimums. 

As registered representatives of Cambridge Investment Research, Inc., we have the experience and stability to help grow and protect your wealth. We craft custom financial solutions and work with you to identify long-term goals and develop strategies designed to reach them. We assist in identifying the things you can control and minimizing the impact of things you cannot. For each of our clients we strive to create financial stability and security to provide financial independence and increased confidence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

We communicate your progress by offering statements and online services that enable you to effectively see your assets in one place because it’s important to know where you are and where you are going. Our independence allows us greater objectivity in making recommendations as we are not tied to any particular investments or products. 

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Wherever you are on life’s journey, we can help you make confident financial decisions about your future.

If you have any questions about your current financial situation or wish to schedule an appointment please contact us.