Broker Check

Gratitude can transform common days into thanksgivings, turn routine jobs into joy, and change ordinary opportunities into blessings.        - William Arthur Ward

At our firm, we have the client—and only the client—in mind.

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 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 commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Mark Miller

Mark Miller CFP®

Portfolio Research and Wealth Planning Associate

Olivia Di Vincenzo

Olivia E. Di Vincenzo

Financial Planning Assistant

Meagan Keatts

Meagan H. Keatts

Financial Planning Assistant

Our Partners at Kestra Investment Management

Kara Murphy, CFA

Kara Murphy, CFA

CIO for Kestra Investment Management

Derek Schug, CFA

Derek Schug, CFA

Senior Vice President, Head of Portfolio Management

Mouna Pyneni

Mouna Pyneni

Assistant Vice President, Portfolio Manager