Experience + Longevity
Combined, we have more than two decades of experience in the financial services industry and manage over $100,000,000 of client assets out of our branch. More importantly, neither of us plan on retiring for 30+ years. You can feel confident that as we grow together over the years, that we don’t plan to pass off our relationships to another advisor.
Meet our Financial Team
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger
