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More than a wealth advisor.

We are family.

Focusing on finance can be frustrating, draining, and/or difficult to enjoy. That’s what investment advisors are here for, right?

Yes, that’s true. But there is one more thing we would like to express:

This is right where we want to be. We are so passionate about what we do and by virtue has translated into a renowned reputation amongst our clients.

"Do what you love and success will follow. Passion is the fuel behind a successful career."

- Meg Whitman

Finance is not a “small-fraction” of our lives – it is our lives. We chose this career because we look forward to finding solutions, and the feeling we get when we notice a client's subtle change in character as clarity and ease sets in.

We are firm believers that your lifestyle should reflect what you love most – and we apply these same principles to ourselves. We are here because we love what we do. Especially when “what we do” is help our clients create a life they can’t wait to wake up to.

We believe everyone deserves a lifestyle they love – and we want to give it to you.

Rob & Vicki

Welcome to the Family.

Whether it is meeting in the office or grabbing a cup of coffee,

we can’t wait to meet you.

Get in Touch