Our Qualifications

David has been working with individuals and businesses in the area for over 30  years and holds the Certified Financial Planner™ professional designation.

Brittany has been working with individuals and businesses in the area for over 14 years and holds the Certified Financial Fiduciary^® professional designation.

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 products and services. No jargon or hard to understand financial terms that can be used to impress or intimidate without enlightening.

We’re looking forward to using our expertise to help you pursue your financial goals, even if you don't yet have a clear picture of those goals.