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About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

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