Our Three Pillars:

Deliver Responsible Advice

· As your financial advisor, I will put your interests first and strive to act in good faith and trust. While this is nothing new to the practice, it will remain our guiding principal as we continue to grow.

Remain Responsible to Client Values

· We promise to take the time to understand client values and adhere to them in our recommendations. Moreover, our practice commits to provide valuable insight specifically in the areas of Environmental Social Governance (ESG) investing and Special Needs Planning.

Partner with Responsible Mindset Clients

· Our priority is to work with clients who see the value inworking with a financial advisor as well as acknowledge their participatory role in achieving financial success in their own lives.


Our advisors

John A Corey

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John A Corey Visit John A Corey's website


Our team

Lynda Ramont

Lynda Ramont

Operations Manager

Marcia Bruckman

Marcia Bruckman

Client Service Manager

Nicholas Cook

Nicholas Cook

Financial Planning Specialist

Personal Intro

When I am not working, I love spending time with the love of my life Madison, our Golden Retriever puppy Atticus, and our cat Gary. Having grown up in Oregon, I love all things outdoors including hunting and fishing. Some may also consider Madison and me to be Disney adults since we both worked at Walt Disney World

View more