Working together to bring out the best version of you!

My partner David and I strive each day to bring the best to our clients and help them develop the strategies to achieve their dreams. Along with our team, we are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Financial Advisor David James

David James

Financial Advisor

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Photo of Director of Operations and Client Service Kimberly Davis

Kimberly Davis

Director of Operations and Client Service