Broker Check

Wealth Management

Financial Pathway

We support you along your pathway to financial success by helping to provide a 360° view of your finances. We build long-lasting relationships and strive to be a quality partner as you navigate through the challenges of your financial world.

Cash Flow Optimization

We help to develop income strategies which support you in achieving your short and long-term goals.

Risk Management

We strategize with you and help in determining the balance of your risk profile. This approach can aid you in striving for your desired outcome. Our strategies are custom built for our clients and their specific needs.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For investment related inquiries, please contact us at: 

[email protected]717-402.6200