One thing that makes us different from other financial advisors is our size. We think we’re the “Goldilocks” of financial advisors. We’re not too large or too small. We’re large enough to take a team approach to your plan, but small enough to build a comfortable, individual relationship with you.There are larger, high-volume companies that have dozens, or even hundreds of advisors. There are also sole-proprietors that may work hard, but don’t have other specialists in their office to consult with when building a plan for your future. We are small enough to get to know you and your unique goals and concerns, but large enough to have in-house specialists to collaborate on your unique needs.Regardless of which advisor you meet with initially, Don, Tim, Crystal, and Larry work together to build a plan designed to help you achieve your dreams. We each have different specialties, and we believe that we are stronger as a team, than anyone could be as an individual.Talk to us to learn more about how we can turn your dream into a plan.
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Don and Karen recently traveled with a group of clients to visit Don's extended family in his ancestral hometown of Acquavena, Italy.