Our Qualifications

We have been working with individuals and businesses in the area for over two decades.

Steve holds professional designations including CPA/PFS (Certified Public Accountant/Personal Financial Specialist), and is licensed with a variety of investment opportunities.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial services. The personalized program that we can provide is a roadmap to working toward a more financially independent future.

We’re looking forward to using our expertise to help you pursue your financial goals.