About

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.

Location

We’re conveniently located. Give us a call or stop by.

Locations

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Our Commitment to You

We’ll make financial and investment recommendations with your best interest at heart.

Our Commitment to You

Meet Our Team

Chris MacFarlane, CPWA

Managing Director - Investments

Certificates

CPWA

Ryan Blauch, CPWA, CLU

Financial Advisor

Certificates

CPWA, CLU

Paulette Drasba

Senior Client Associate

Becky MacFarlane

Client Associate