Who we are
What we can do for you
Where we are
Dave and Terry work together on investment and planning solutions that work best for clients.
Alison is the "go to" person for scheduling, paperwork and follow-up with clients and relationships.
David is a Certified Financial Planner(tm) with more than 20 years of financial and investment advice experience.
Terry is a Chartered Financial Consultant(tm) and Enrolled Agent (IRS) who prepares and files client tax returns, and creates financial life plans for clients.
Proudly powered by