Our diverse group of clients include first responders, educators, business owners, individuals and families.

We strive to be your most trusted advisor providing investment management and strategic wealth planning specific to your needs.  Our primary focus is to deliver sound and thoughtful advice to help you achieve your long term financial goals.  This work includes helping you develop a financial plan, implementing the proper types of insurance, and managing your retirement accounts in preparation for retirement: TSA, 403(b), 401(k), deferred compensation accounts and IRA(s).

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Kristin Meyer AIF®


One of the most important lessons I learned in the financial services industry over the past 12 years and as a student at Medaille College is that...


Giving & Gratitude

This past holiday I was blessed to be able to spend some time in Villa Park IL with my sister & lovely niece Francesa...
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