About our move

Helping people along the journey to their goals is what we’re all about. That’s why we’re pleased to announce our move to Raymond James, a firm that prioritizes people and their financial well-being. We proudly share the firm’s client-centric approach to doing business.

You don't settle for anything less than the best. Neither do we. 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 our team focuses on you and your financial life with no tolerance for loose ends. We pride ourselves on providing only the highest level of due diligence and an uncompromised level of service when it comes to your financial future. So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs?

Kelly L. Francis
Senior Graphic Designer
Evan Tanaka, VIP
Associate Interactive Developer
Joze Azua, FACP, CFP ® ACD, GMT WFF
Financial Advisor
Maggie Kokemuller
VP, Advisor Marketing

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects 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 our clients – and that’s what you’ll find here.

see how
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Visionary strategists aligned with you

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

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.
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Impeccable attention to every detail

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

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025.
Economy & Policy
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes break down the factors likely to impact economic growth, inflation and interest rates.
Economy & Policy
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
We are what we repeatedly do. Excellence, then, is not an act but a habit.
Aristotle