Our Qualifications

We have been working with individuals and businesses in the area for over 30  years.

Vern, Quentin and Kimberly each has extensive personal and professional experience working with not only indiviual clients, but working with large wall street institutions. 

We hold various professional designations, and are licensed and able to use a variety of investment and insurance products to make your custom financial plan work.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

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 is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.