Our mission is to help individuals, families and small businesses plan for and achieve their financial goals through high-level, dedicated service. We enjoy building relationships by taking the time to fully understand your situation. This allows us to personalize a stategy for each client. Over the course of our relationship as "life happens", we stay in touch to help you stay on track.

We are here to help people who want a partner in setting specific goals and creating a personalized strategy by providing trustworthy guidance and support. We are here to answer common questions about retirement such as: "will I have enough?” "when will I get there?" or "will I be taken care of?" Whether you are just getting started or close to retirement, saving for college or a special purchase, or simply don't have the time to manage, we are here to help.

For both Lynne, my branch office administrator, and I, family is very important. My wife, Anne, and I have five children. We love to do anything outdoors, especially camping, fishing, hiking and gardening. Lynne and her husband, Garry, enjoy spending time with their three adult children and six grandchildren.

If you value working with someone you can trust, we are here to put our experience and knowledge to work helping you to:

- develop a detailed, documented plan for retirement
- understand the complexities of investing
- review options for an old 401k
- consolidate multiple accounts
- protect family assets
- manage a recent inheritance
- offer employees a retirement plan benefit

Please give us a call.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Retirement Income Strategies
  • New Investors

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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Branch Team

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