We combine the experience of a large firm with the personal attention that only a small firm can provide. For 25 years our clients have come back to us year after year because we treat them as a person not a number. We help people with all of their financial issues; if we do not have the expertise in a particular area, we have a network of professionals that can help.
The mission of our firm is to serve our clients needs with integrity, trustworthiness and understanding, through prudent use of both internal and external resources. We will promote the personal and professional growth of our employees to enable them to serve our clients well, to sustain our company as a viable business and to contribute to the betterment of our community.