The experience of a professional The insight of a trusted advisor

We believe all investors - from executives planning for retirement to young families saving for education - have one thing in common: the need for professional and personal financial counsel. Ultimately, we're not planning for the next market cycle, we're planning for the next generation.

The best long-term financial plans reflect not only a solid understanding of strategy and the markets, they are reflections of the people and the goals for which they were designed. We strive every day to provide the personalized guidance clients like you deserve - matching my knowledge of finance with my insight into your life.

Bill has over more than 30 years of education and experience. He honed his skills as an advisor - earning the Certified Financial Planner™ professional certification in 1995 - and has proven himself a trusted advisor to each of our clients.

What's most important to you is our highest priority

Most people don't begin planning for the future of their finances with a specific stock or investment strategy in mind. Instead, they're picturing the coastline they've always wanted to retire to or the granddaughter whose future they want to secure. It's these unique elements - the people, the places and the potential - that drive my clients. These elements guide every step of our process and each recommendation we make.

While a solid understanding of the mechanics is essential, we believe the most important aspect of investing is knowing the people behind the portfolios. Before we can build a portfolio, we have to build a relationship.

As we work together, your goals become ours. It's a personal process - one that changes along with your life and can extend through the generations of your family. We are fortunate to have been trusted with peoples' pasts, presents and futures, and commit ourselves to providing sensible wealth management and investment guidance that lives up to the faith they place in our team.