Our Philosophy

We have been considering many of our clients our “financial family” for the better part of 20 years.  Prior to the global pandemic, we would have large dinners with a non-financial, but life-centered speaker, which was usually attended by more than 100 clients and guests.  We have heard other clients of other financial advisors say, “My financial advisor treated me to an annuity dinner.”  We want our clients to say, “I heard from a National Geographic Photographer about seeing the beauty of the world through the lens of your camera.”