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Our first priority is helping you take care of yourself and your family.

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Investment Basics & Strategies

Learn about IRAs, mutual funds, 401(k)s, 529 plans and more. We have a wealth of resources.

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Retirement Planning

What do you want your retirement to look like? We create strategies tailored to your needs, goals and dreams.

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Estate Planning & Charitable Giving

Years of experience have prepared us to guide you through life's transitions.

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Insurance
Services

Protect your most valuable assets with life, health, disability, long-term care, home, auto and business insurance.

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Client-Focused

YOU, our client, are the main focus. We are here to listen. Our goal is to make you feel comfortable and at ease while creating your tailored unique financial plan.

From saving for retirement or college to managing debt, these personal finance challenges can be overwhelming. Our commitment is to utilize our experience and financial tools and resources to help you achieve your goals, no matter what your current situation may be.

Unafraid of challenging conventional wisdom in our approach to investing and protecting your wealth, we strive to provide you with financial peace of mind. All of our energy, commitment and efforts are focused on YOU, our client, and your satisfaction.

YOU are our most valuable asset. Whether you’re local or states away, the client base we serve is nationwide. We look forward to working with YOU. Call today for a complimentary consultation: 330.953.3043.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Download Our Tax Reform Ebook!

Learn how the new tax law changes may effect you.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Would you like to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."