Our Team

President and CEO

Founder and Director of Financial Planning Services

Chief Investment Officer

Investment Adviser Representative

President at RS Tax and Accounting

Director, Client Services

Office Manager

Client Service Manager

Marketing and Communication Coordinator

Client Service Manager

Office Manager at RS Tax and Accounting

With more than 90 years of combined experience in the financial services industry, our team of professionals specializes in working with you to create an environment of trust. We take the time to get to know you and to educate you on your available financial options. We empower you to do what you want to do, not what you have to do, today, and especially in your retirement years.

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