As Financial Advisors we strive to present a simple, straightforward and personalized strategy to each and every one of our clients. We look to give each client an investment plan that is tailored to their unique situation, preferences and goals.
As a team we desire to help with all aspects of the financial journey, from creating and preserving to enhancing our clients wealth. We do this by providing a conservative approach, employing the same disciplines we would use for ourselves.
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Philip Ohman
Senior Vice President, Investments
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Stuart McCormick, CFP®
Financial Advisor
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Laura Eldon
Senior Registered Client Service Associate
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Brandon Ohman
Senior Practice Marketing Associate
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
