Our mission is to help you make the most of your 1440 minutes today and throughout your lifetime.

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Our advisors

Tracy A Cunning

BFA

Financial Advisor

Learn more about Tracy A Cunning Visit Tracy A Cunning's website

David J Farago

Financial Advisor

Franchise Owner
Learn more about David J Farago Visit David J Farago's website

Lucas Jordan

MBA, BFA

Financial Advisor

Learn more about Lucas Jordan Visit Lucas Jordan's website


Our team

Erika Shaw

Office Manager