Dream Big ∙ Plan Wisely ∙ Live Fully

"Good fortune is what happens when opportunity meets with planning." - Thomas Edison


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Our primary distinction as advisors is our ability to provide an objective, unbiased viewpoint to each client.

As consultants, we begin our discussions without preconceived ideas, predetermined agendas or pressure to promote certain types of products or services.  We understand each client has unique needs and circumstances.

We advise each client on long-term investment plans and structure customized portfolios to help achieve their goals.

Our mission is to enrich the lives of our clients, colleagues and communities through sound investment advice, integrity, and a commitment to service beyond expectations.      

Partners: Ryan Jantzen, Debbie Hightower, Bill Altavilla, Chris Reeg & Scott Gordon.
Associates: Sherry Irons, Diane Lund, Raquel Altavilla, Rachel Meeker, Cathy Harris & Lisa Hamilton