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, Director of Financial Services & Chief Compliance Officer

Rachel E. Harvey Director of Client Services
Cameron V. Corsi Director of Business Development and Investment Research
Lisa R. Cast Client Services and Operations Specialist

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