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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. 

Kevin M. Harris is a Certified Public Accountant and a Certified Financial Planner professional with over thirty years experience in the financial services industry, including banking, insurance and public accounting. A 1980 graduate...

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Cindy received her Bachelor’s Degree from the University of Notre Dame, and her Masters in Accounting from Babson College. Cindy will be serving as our Financial Services Assistant handling detailed Accounting and Tax work and helping...

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