Founder/CEO
Bob brings a unique perspective to financial planning. He enjoyed a career as an Emmy award winning TV news journalist...
Money Creates Questions, We Provide Answers.
Our Services
Financial Planning
We help you chart a course based on your financial goals and feelings about risk. With our innovative technology you can view your plan, make adjustments, and have instant feedback anytime anywhere.
Tax Planning
As the saying goes, it’s not what you make it’s what you keep. We use the latest tax strategies and the best tax-efficient investments to help you keep more.
Investment Planning
As independent Advisors we have no proprietary products. We use the right products at the right time customized to your risk level with lower expenses, and increased tax management.
Meet Our Team
Co-Owner/Advisor
As a CERTIFIED FINANCIAL PLANNER™ professional, Scott has been trained to focus on all aspects of a client’s financial...
Director of Operations
Stacey's role as the Director of Operations allows her to be on the front lines of the business. She's constantly...
Director of Client Experience
Jessica brings over 10 years of business management and customer service experience from her previous positions in the...
Client Services Specialist
Megan graduated from Marist College in 2018 with a degree in Fashion Merchandising. Forgoing climbing the corporate...
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