Gary L. Collier and Tammy Bowling have more than 46 years of combined experience in the financial services industry. While we are well-versed in building portfolios designed to pursue each client’s goals throughout every type of market, our guidance goes well beyond just investments.

We provide holistic financial planning advice to our clients, from figuring out the best way to pay off a car or a house, to finding an assisted living facility for a parent or grandparent. We encourage our clients to call us when it comes to any big decision.

We not only want to be our clients’ “go to” team for everything financially related, but also the “connector” to get things done, collaborating with clients’ accountants, attorneys and other outside professionals whenever warranted. It all comes down to the fact that we truly care about our clients, and will do everything in our power to help them.