At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Throughout her career, Andrea has pursued positions that enable her to serve others. At her firm, she helps her clients become world-class savers — no matter what their investing history may be — and educates families,...
Chris graduated from Ohio University with a BBA in Finance. He has subsequently earned his CLU®, ChFC®, and CFP® designations. In addition to the work he does for his own clients, Chris serves as the investment specialist...
Client Relations Manager
Vicky is Andrea’s right hand at the firm and takes charge of many tasks to help keep everything running smoothly. This includes taking care of any service requests clients have, helping with pre- and post-appointment paperwork,...
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