Our goal is to help you achieve your personal definition of financial success unique to your values, goals and resources. Before investing the first dollar, we spend a lot of time asking and answering lots of questions to gain an understanding of what's most important to you. We work with a network of attorneys, accountants, insurance and other specialists to plan for and achieve what's most important to you. We strive to provide exceptional client service. Our fees are simple to understand and transparent. We love our work and receive tremendous satisfaction helping others achieve what's most important to them. I have over 30 years of experience in financial services. I am a strong proponent of lifelong learning and have obtained the following designations/certifications: Chartered Financial Analyst® or CFA®, CERTIFIED FINANCIAL PLANNER® or CFP®, Chartered Financial Consultant® or ChFC® and Certified Life Underwriter® or CLU®. Our client support team, Cindy Drury and Allison Sprague, are the glue that binds our team together. They have a combined 40-plus years of business experience. They are kind, empathetic and compassionate and always go the extra mile to serve our clients while ensuring they feel welcome, heard and appreciated. My wife, Elizabeth, and I have been married for over 30 years and have three children, three dogs and two cats. We love nature and spend a lot of time hiking, gardening and enjoying the simple things of life.