Team Oriented + Individually Motivated

Towards a Common Goal

Our goal is to exceed your expectations of what a financial advisory firm can be.

We are committed to delivering multi-faceted financial planning solutions tailored to your needs while providing the best client service that we can. We believe that in combining high professional standards with a family oriented personal touch, we can make not only a financial, but qualitative difference in the lives of people counting on us.

Our Team + Starting Lineup

Jeffrey C. Vahanian, CFP ® President
Bonnie M. Boyce, MBA, CFP ® Vice President, Chief Financial Officer & Chief Compliance Officer

Cameron V. Corsi Chief Investment Officer and Director of Strategic Planning
Lisa R. Cast Client Services and Operations Associate
Sharlene L. Bolle Client Services Associate

Check the background of this firm and investment professional on FINRA’s BrokerCheck.

Your goals, your life, our guidance. Let's build a future together.

Neither an adviser’s experience or their professional credentials or designations should be viewed as the sole determining factor in obtaining or retaining their services, and do not guarantee success of a particular investment or financial outcome. Please see our disclosure page for further information about the professional designations identified in this website. All investing comes with risk, including risk of loss.