Detailed planning is OUR CORE CAPABILITY

Over the years, I have learned that my clients not only want to understand what they should be doing with their accumulated assets, but why. As a result, I am committed to providing an abundance of education, communication and personal, hands-on involvement to each client.

I believe that freely sharing my knowledge with my clients helps build a more solid relationship, one grounded in trust and understanding. It's a source of satisfaction not only for my clients, but for me, as well.

Meet our Financial Team

Brad Bennest
Brad Bennest, CFA®
Senior Wealth Advisor and Portfolio Manager
Guy Birnie
Guy Birnie, CPA, CMA
Client Service Associate
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger