493 South Trade Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
LPL Financial Advisor
Katheryn previously worked as a registered client associate and as a Financial Advisor with Wells Fargo Advisors alongside Michael Ashworth, CFP® and Steve Collie, CFP®. As a Financial Advisor, she helps clients set up...
Director of Client Relations
With nearly 20 years of experience in brokerage operations, Lisa brings to the team a diverse array of administrative talents. Lisa manages all operational service needs for clients. She assists them with new account openings, account...
It is our commitment to develop our relationship and play a key role in helping our clients achieve their personal and financial goals. Clients often seek our advice on financial matters that go beyond the scope of their investment...
For more than 30 years Steve has worked in the financial services industry. His passion is his work and helping his clients plan for and enjoy their retirement. He is dedicated to working with his clients to help them meet their...