We are thrilled to announce that our Associate Financial Advisor Ann Blakey successfully passed the Series 65 exam – officially known as the “Uniform Investment Advisor Law Exam.” Ann’s sharp mind has an innate ability to synthesize relevant information to help her clients achieve their goals in the most efficient way possible.
We take pride in developing long-lasting, meaningful client relationships. Our personal service and close working relationships serve as the cornerstone of our practice.
Our approach to investing is founded upon the highest fiduciary standards.
We recognize that financial planning is a long-term process that requires us to get to know you.