Our Team

Steve founded the firm in 1988, serving as its sole investment representative. After initially working with insurance company broker dealers, he joined LPL Financial, an independent broker dealer, as Branch Manager in 1995. Steve is...

Chris joined the firm in 2004 as an investment representative. In addition to general financial planning, Chris is also responsible for continually evolving our client’s financial planning experience through best practices,...

Tom joined the firm in 2003 as an investment representative. He works with individuals, small businesses, and charitable organizations. His areas of expertise include comprehensive financial planning, investment management, retirement...

Erik joined the firm in 2018 as a paraplanner. He assists the advisors with multiple tasks, including client meeting preparation and follow-up, investment research, and other special projects. Prior to joining our team, Erik worked as...

Nick joined the firm in 2015 as Director of Operations. He works to streamline the firm’s day-to-day business operations and focuses on marketing and strategic planning for the future. Prior to joining our group, Nick worked as...

Melissa joined the firm in 2008 as Administrative Assistant and handles all investment-related paperwork, as well as maintaining the practice's client database and other front desk responsibilities. Prior to joining the team, Melissa...

From time to time, Mr. Cooper graces us with his presence as he visits our office on special occasions, providing an extra set of paws for advanced financial planning scenarios.