Broker Check

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

Learn more

Plan

Individualized strategies ensure that your goals are always a priority.

Learn more

Manage

Our comprehensive financial management means we're ready to address your every need.

Learn more
Am I Retirement Ready?

Am I Retirement Ready?

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic
Learn More
Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
Learn More
Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.
Learn More

Meet Our Team

Lisa Thurston

Lisa Thurston BFA™

Executive Office Coordinator

Kathy Pieples

Kathy Pieples

Director of Compliance & Office Assistant

Mary Lou Walker

Mary Lou Walker

Administrative Professional

Devon Zalla

Devon Zalla

Administrative Assistant

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

Thank you!
Oops!