Giving Back Where It Counts

Giving back is part of who we are. Beyond financial guidance, our team invests time, leadership, and resources into the community through volunteering, board service, mentorship, and local sponsorships. We believe strong communities are built by supporting youth, families, and the organizations that help our hometown thrive.

Rooted In Community

Our commitment to the community is reflected in our actions. Every member of our team is committed to showing up for others and lending a hand where it’’s needed most. From supporting local nonprofits and community initiatives to encouraging the growth and well-being of our local youth, we’re proud to contribute to efforts that make a lasting positive impact.

 As part of the independent broker-dealer Osaic Wealth, we have access to a wealth of research, resources, and industry connections. This means we can provide our clients with the highest level of support and tailored financial solutions.

 We are affiliated with Affiliated Advisors, an independent wealth management firm that provides us with back office, technology, regulatory and operational support so we can remain focused on your needs. Our Affiliated Advisors back office team is a critical part of our attentive client services.

 We work with BNY Pershing which is the industry's largest provider of clearing and settlement solutions. When you buy or sell securities, the custodian handles the settlement process, ensuring that the securities and cash are transferred correctly and on time.  BNY Pershing protects client assets through rigorous internal control measures.