Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.

Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.


 Kevin and his team have earned my complete trust and confidence, as they have guided me through all aspects of retirement and estate planning.  We review our plan every year to ensure we are on track with all of our long-term goals. 

Tammy, client since 2001


 I recently went through an interactive planning session with Kevin and his team feels comfortable that my family will be okay no matter what the markets do.  Kevin and his team stress-tested my financial plan for all of life's uncertainties - market volatility, inflation, longevity, disability and long-term care. 

Gary, client since 2001


 Before I met Kevin, I had no idea whether or not I was on track to reach my goals. The planning that Kevin's team has done for me and my wife has provided us with peace of mind and a sense of comfort, knowing that we will be okay. 

Brian, client since 2006


 The personal contact that we receive from Kevin's team is incredible. I feel confident that they are looking out for my family's best interests at all times. 

George, client since 2013