Our Qualifications

Christopher and Patrick are members of the National Association of Financial Advisors and both hold a Series 6, 63 and 65 along with being licensed life insurace agents.

We are dedicated to developing lasting relationships with all of our clients.  We believe in helping you assess your financial goals and we participate in the management of your finances. Our commitment is to evaluate your financial plan at least annually to help ensure that you are on track with your retirement plans.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.  The personalized program that we can provide could be a roadmap for working toward a more financially independent future.