Personalized planning for your financial goals

You don't settle for anything less than the best. Neither do I. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That’s why I focus on you and your financial life with no tolerance for loose ends. I pride myself on providing only the highest level of due diligence and an uncompromised level of service when it comes to your financial future. So, I invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs?

Personalized planning for your financial goals

Kandice A Husarik

Senior Vice President, Investments

Dynamic thinking makes a difference

I haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, I consider myself an architect of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing my clients – and that’s what you’ll find here.

Personalized planning for your financial goals

Visionary strategists aligned with you

With something as important as wealth management, I believe having trusted counsel and tailored guidance is vital to success. I personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. I know you fall in the former category and understand how to serve the needs of those with distinction. I plan to continue to propel you forward with sophistication and a well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With my concierge-level client experience, I pay the utmost attention to you and your needs. I believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets me apart. Not to mention my steadfast commitment to excellence and dedication to quality.

A pragmatic approach to wealth management

Niches

Nurturing wealth so you can live a longer, better life.

Niches

Understanding the challenges women face and how to help.

Niches

If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.

Andrew Carnegie

Personalized planning for your financial goals

Personalized planning for your financial goals

Dynamic thinking makes a difference

Personalized planning for your financial goals

Visionary strategists aligned with you

Success belongs to a class of its own

Impeccable attention to every detail

Families & Individuals

Retirees

Women Investors