Our Qualifications

Our office is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

When you work with us you get the benefit of our over 60 years of combined experience and our ability to provide clear, easily understood explanations of financial products and services. We are fiduciaries, in advisory relationships, and as such are required to place your interests first. Tim is a Certified Financial PLANNER® and an Accredited Investment Fiduciary®, (AIF®). Both Brian and Tim have extensive personal and professional experience and are licensed to sell a variety of investment and insurance products.   

We leverage multiple technology platforms to assist us in creating a personalized program that will provide us a roadmap to working toward a more confident financial future and well-being.  We’re looking forward to using our knowledge and experience to help you pursue your financial goals.