Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Branch Operations Manager
Dana Toth is our Branch Operations Manager with over 20 years’ experience in the financial industry. As our Branch Operations Manager with a strong work ethic, she is dedicated to providing exceptional service to our clients.
Investment Adviser Representative
Gregg is a great addition to the team , he spends a lot of time with portfolio analysis and meeting with his clients.
Sr. Vice President | Investments
With over 20 years of extensive experience, his attention to detail and high standard of customer service is thorough and admirable.