Our Qualifications


Our office is 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.

When you work with us you get the benefit of our over 60 years of combined experience and our ability to provide clear, easily understood explanations of financial products and services. We are fiduciaries, in advisory relationships, and as such are required to place your interests first. Brian is a multiple-time recipient of the prestigious Five Star Wealth Manager award and Tim is a Certified Financial PlannerTM and an Accredited Investment Fiduciary®. Both Brian and Tim have extensive personal and professional experience and are licensed to sell a variety of investment and insurance products.   

The personalized program that we can provide is a roadmap to working toward a more confident financial future.  We’re looking forward to using our knowledge and experience to help you pursue your financial goals.