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We strive to learn what will allow you to achieve financial success. For each person, it is a different story, and we are dedicated to helping you identify your opportunities so individual and personal worth can be defined - beyond your finances.

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Featured

Congratulations Kathy!
Financial Advisor of the Year

Kathy was selected from 1950+ registered representatives within Cetera Advisor Networks, the 15th largest broker-dealer in the nation (Investment News)

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JRA Shred-a-Thon 2013

Strategy

We Take a Unique Approach to Managing Your Accounts

Our differentiator in managing investments is the intimacy we have with our portfolios. Our team of in-house investment professionals is dedicated to monitoring both...

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