ABOUT

Driving excellence through expertise

At our consulting firm, we are dedicated to providing exceptional services that drive success for our clients. With a rich history, a clear mission, and strong values, we are committed to delivering results.

ABOUT

Driving excellence through expertise

At our consulting firm, we are dedicated to providing exceptional services that drive success for our clients. With a rich history, a clear mission, and strong values, we are committed to delivering results.

Learn More

95%

Client satisfaction rate

50+

Years of combined experience

OUR STORY

A tale of growth and innovation

Founded on principles of integrity, innovation, and client-centricity, our journey has been marked by milestones of growth and transformation. From humble beginnings, we have evolved into a trusted partner for organizations seeking strategic guidance and sustainable solutions.

Our commitment to excellence and relentless pursuit of success have propelled us forward, shaping our identity and defining our legacy. As we continue to write the chapters of our story, we remain dedicated to making a positive impact on the businesses we serve, guided by our values and fueled by our passion for innovation and excellence.

OUR TEAM

Meet our consulting experts

Our team of experienced financial advisors and investment professionals is dedicated to providing you with expert guidance and support.

Ken Thompson

Chief Financial Officer

Lia Marmanthor

Senior Investment Advisor

Ted Bakery

Financial Planning Specialist

Blair Walker

Asset Management Director

Chuck Bussovskiy

Client Relations Manager

Serena Kaupfman

Tax and Compliance Expert

Emily Rodriguez

Marketing Director

Jessica Smith

Marketing Consultant

About Us

Your Trusted Partner in Financial Success

With a deep commitment to excellence and a client-centric approach, we provide personalized financial planning, asset management, and investment strategies tailored to meet your unique needs and goals.

Our Mission

Our mission is to empower individuals and businesses to achieve their financial objectives through comprehensive and innovative financial solutions. We believe in building lasting relationships based on trust, integrity, and exceptional service. By understanding your specific financial situation and aspirations, we develop customized strategies that help you navigate the complexities of the financial world and achieve sustainable growth.

Our Vision

Our vision is to be a leading financial consulting firm recognized for our expertise, integrity, and client-focused approach. We strive to set the standard for excellence in financial planning and investment management, helping our clients build and preserve wealth for generations to come. Through continuous innovation and a commitment to best practices, we aim to provide unparalleled value and support to our clients.