Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After many years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a strong commitment to our community and profession.
Scott Benjamin, CFP®, CIMA™, CCFC
Jerry Rogers, CFP®, AIF®
Whether you are a new or existing advisory client, we will explore all investment opportunities that are available for you.