Via collaboration, comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, we can help you make sense of your options. After evaluating your needs we will develop innovative solutions and recommend products and services that will help bring your goals within reach.

As a dynamic spousal partnership, we offer the synergy of two advisors in one office. We will work with you to provide personalized advice and attentive service.

- Brian and Brenda Shaw, Owners