Our firm boasts a team of highly skilled and trained investment professionals that work to create a tailored plan designed around your financial goals. With a passionate and goal oriented culture, we provide the opportunity for personalized service and direct access to our investment team. We also work with a network of highly qualified tax and legal professionals to ensure a seamless approach to managing your wealth.
No one strategy fits everyone, which is why every client receives our undivided attention, from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives using a variety of tested strategies.
President / Principal Wealth Advisor
Jack Herr, our Capital Markets Associate joined our team in 2016. His primary responsibilities include investment research, trading, and supporting the firm’s investment policy decisions. Jack also oversees the firm’s...
Client Service Manager
Retirement Plan Specialist
Anna Donnachie, our operations specialist comes from a background in Wealth Management support in the oil and gas industry. As our Operations Specialist, Anna supports daily operations for the firm and works closely with our Capital...
Director of Human Resources
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.