About Us

We understand that achieving financial independence is about more than accumulating wealth. As a family owned and operated firm, our focus is the same as yours. This focus also entails future or present retirement Income needs, asset protection and generational planning. It’s about providing for those who matter most to you with the understanding that your assets are there for you. Then, as to your specific directions, you can help the next generation prepare for a smooth planned transition of those assets to those who matter most to you.

We believe we are, first and foremost, in the relationship-building business. Without knowing you, your family, your current financial situation and your dreams for the future, how can we possibly help you achieve your goals? That’s why we take time to understand where you’re coming from, where you are currently and where you want to go. All of our financial recommendations are built around this knowledge. It’s how we work to ensure your goals are guiding each and every decision.

Tom is supported in life and business by his wife, Jennifer, a former insurance transaction processing analysts and current part-time registered nurse. Together, Tom and Jennifer have delivered excellent service and support to our clients for more than 20 years. Jennifer plays a key role in ensuring efficient and effective client service and support. The couple has two grown children, one 17 year old son and one amazing Grandson who is 7 they are raising, so they understand the importance of planning for the next generation. Toms 100 year strong and on the go mother, Gloria, is a constant reminder of the importance of not outliving your wealth.

When you join with us, you are treated as a member of the family because to us, that’s what you become.