About Us

  • Meet Tom Quirk CFP®,  CRPC® 

    Tom Quirk CFP®,  CRPC® 

  • Meet Steve DeBoy

    Steve DeBoy

  • Meet Sam Lauderdale

    Sam Lauderdale

  • Meet Pam Smith

    Pam Smith

  • Meet Serena Ortega

    Serena Ortega

  • Meet Teresa Whitaker CFA®

    Teresa Whitaker CFA®

Our Mission

Our business and passion is people and their financial well-being. Therefore, in the pursuit of our
goals, we will conduct ourselves in accordance with the following important values:

  • Our clients always come first
  • Deliver the highest level of service with integrity
  • Communicate clearly and timely
  • Invest wisely, with a keen focus on client objectives
  • Apply innovative processes
  • Continuing education is essential to our success in an ever-changing world
  • Create a work environment that nurtures teamwork and personal growth
  • Give back to the communities in which we live and work

In other words, excelling in our industry requires us to work hard by providing exceptional service to our clients, each other, and our community.

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