Who We Are


We are an innovative, multi-faceted, professional organization offering a full array of financial products and services. Our objective is simple: to provide world-class customer service. We do this by building strong customer relationships by educating and being a source of information to our clients and their families. We truly believe, and intend to prove, we serve our clients as well as any organization can. Here's why:

  • We believe we are advocates for our clients. While you take care of your day-to-day responsibilities, we'll help you plan for your future financial needs. We take responsibility to be your advocate very seriously, which is why we customize a service/review plan for each client.

  • We run our firm as independent financial advisors affiliated with a true independent broker/dealer. What that means is, through Cambridge Investment Research, Inc., Member FINRA, SIPC, we offer a huge array of products and services to you, our client. Offering a broad variety of financial solutions allows our firm to truly fit your needs, not make your needs fit our solutions!

  • We offer complete financial services, through professional agreements, including tax services, legal services and healthcare guidance. We see our organization as being as resourceful as the individuals who make it whole. We succeed because we care about the people we serve and the relationships we build. Let us be your financial resource.