ABOUT US

We are a fee-only Registered Investment Advisory firm dedicated to your financial health 365 days of the year. We are here to help you implement a smart, lifelong financial plan so you don’t have to focus day to day on money decisions. In this way, we help free you up so you can give your attention to the people and experiences that matter most to you.

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A Team Approach to
Your Financial Life

We take a team approach to financial planning and investment management because it can provide creative solutions that might otherwise go undiscovered.

In designing and implementing your financial plan, we consult as needed with our professional network of attorneys, CPAs, insurance professionals, and others who can help you reach your goals.

We brainstorm on your behalf and develop an advanced plan to increase your probability of achieving all that is important to you.

 
 

Allen Giese, ChFC, CLU

President,
Investment Advisor Representative

Gary Glanz

Director of Business Development, Investment Advisor Representative

Stacy Saavedra

Client Service
Specialist

Steve Tepper, CFP™, MBA

Chief Operations Officer, Vice President, Investment Advisor Representative

Gary Gonzalez

Investment Advisor
Representative

Richard Lottier

Client Service
Specialist