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.

Weekly Economic Update | 7/3

Weekly Economic Update | 7/3

In this week’s recap: a consumer spending miss, a slight decline in confidence, a wave of new home buying, and the end of a good quarter for equities.   INCOME AND SPENDING RISE, ALONG WITH CORE INFLATION According to the latest monthly Department of Commerce...

Should Couples Combine Their Finances?

Should Couples Combine Their Finances?

To consolidate or not: that is the question. Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household?   The first question is: how do you and your partner view money...