About Us

We place an emphasis on quality of service.  We participate in a rigorous quality control programs, which includes peer reviews.  This review ensures our compliance with the consultant1highest of professional standards and our commitment to maintaining the highest continuing professional education standards as required by federal and state agencies.
What makes us unique is the personal attention, commitment and energy we bring to each client relationship. Each client is assigned a team that includes a Partner; that team works together to ensure that the client’s planning and execution are designed specifically to meet her or his clients financial needs and goals.