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Our mission is to work closely with you and your family to develop a customized, personalized investment plan to help you financially support your pre- and post-retirement lifestyle. Together, we coordinate investment, tax and legal advice from your professional advisors and help to ensure that your entire financial picture is in focus. We work for our clients as we would for our own families. We aspire to build lasting, meaningful relationships based on trust, integrity and superior client service.
Right to Left: Melinda Corbley, Senior Registered Client Associate; David J. Schaming, CRC® Managing Director-Investments; Amber L. Gordy, Operations Clerk