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Your plan...to and through...retirement

Our Commitment

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
Our Team

With over 100 years of experience, our highly credentialed team helps you build a plan that works to achieve your retirement goals so you can live the life you’ve worked so hard to achieve.

Front row, left to right: Anne Butcher, Assistant Vice President, Senior Registered Client Associate; Marvene (Martie) Devoy, Assistant Vice President, Senior Registered Client Associate
Back row, left to right: Brian Pelling, Senior Vice President – Investment Officer; Steven (Chris) Urosevich, Managing Director – Investments; Alexander Senyshyn, Financial Advisor

2025 Forbes Best-in-State Wealth Management Teams

Our team is proud to announce that we have been selected as a Forbes Best-in-State Wealth  Management Teams for 2025.

We feel this award is a reflection of the trust our clients have placed in us as we work together to help them achieve their goals.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

Simplifying the Complex

To simplify the complexity of retirement planning, we use our experience to take information and break it down into concepts that clearly communicate your options and provide advice and guidance to help you choose the best option for you and your family.

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Customized Planning

We look at planning for your retirement and the management of your wealth in relation to all that’s important to you, today, tomorrow and into the future by learning about you, your family, your friends, your work and what you love to do.

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Team Approach

Our team is organized to provide you with trusted advice and guidance. We draw on the unique experience of each individual so we can anticipate the expected and the unexpected life events to help you stay on track and gain confidence in your future.

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“Helping our clients build a plan for their future to realize their goals, dreams and aspirations is very rewarding.” - Steven Urosevich, CRPC®, Managing Director – Investments

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