Our primary regulator, FINRA, provides numerous investor education materials. One resource is Broker Check which provides information about firms and financial advisors.

Thank you for contacting us!

Congratulations on taking the first step toward a solid financial future. We are looking forward to guiding you. 

We will contact you as soon as possible to set up your first appointment. If you prefer, you can use our scheduling calendar below to choose your appointment. Either way, we are excited to get started.

Casey Clementz

Casey Clementz

Darby Brower Jr.

Darby Brower Jr.

In the meantime…

Feel free to review some of our recent financial articles.

Quarterly Economic Update

Quarterly Economic Update

In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows. Quarterly Economic Update A review...