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.
Charlie has 28 years of business experience he puts to work for his clients each day. Charlie has been helping clients achieve their financial goals since 2005. Outside of work he is actively involved in Indian Creek School District...
Patty has over 23 years of accounting experience; working in public accounting, as a corporate CFO, and growing her private tax & accounting practice. Patty uses her considerable experience helping clients enhance their quality of life...