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Meet the Team

How We Work

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

We have found that using a team approach allows us to offer a more personalized experience for our clients.  Each of our team members brings their unique background and experience to the team.  

Even though we have taken different paths prior to becoming part of the team, we have a common goal – to provide our clients with the best experience and outcome that we possibly can.

Jayson O'Connor, CFP®

Jayson O'Connor, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

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.