WE HELP SMART PEOPLE MAKE SMARTER FINANCIAL DECISIONS

Experience

Financial Planning Experience

We have been providing value added financial planning for more than 15 years. We have had the opportunity to work with people from all walks of life, serving them in a fashion that helps them achieve their personal and financial goals. We have three multi-generational Certified Financial Planners™ on staff with different areas of expertise to help you with your unique situation.

Investment Management Experience

We have been investing in the financial markets since 1980. We experienced the first great recession in 1981, the boom years in the 1990’s, the technology bubble in 2000, and the financial crisis in 2008.

Our firm has over 50 years of combined investment management experience. This includes managing billions of dollars in mutual funds, collective trust funds and portfolios for high net worth individuals. We focus on risk-controlled investment management.

With our institutional experience, we bring LaSalle Street to Main Street. We focus on the specific risk characteristics of potential investments with as much vigor as the evaluation of the potential reward. As a result, we maintain our institutional contacts and resources which we utilize to benefit you.

What type of experience should I look for in a financial advisor?

You should consider someone that has the most experience in the areas where you have the most needs. For example: If you are looking for sophisticated, risk controlled, investment management based upon your goals, look for a financial counselor that has managed assets through multiple investment cycles. If you are looking for insightful planning, consider a financial counselor that has a wide variety of experiences that can be applied to your situation.