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About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Arthur H. Renier III, CFP

Partner
Masters in Business Administration

Ric T. Breunig, CRPC

Partner

Yvonne Battrell

Senior Client Associate

Julie Shea

Registered Client Services Associate