Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
WE'RE WITH YOU EVERY STEP OF THE WAY
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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Jeremy Tims, CFP®, EA
Lead Advisor / President
Janae Marcus
Client Support and Operations Coordinator
Susan Depka
Client Support and Operations
Adam Oster
Operations