My team and I strive to help clients pursue their goals. We believe the process is all about you. We work with you with honesty and integrity in an effort to help you get from where you are to where you want to be. We start by learning about what's most important to you, understanding that your life is impacted by your finances and your finances are impacted by your life. Then we create strategies designed to help move you forward. We treat our clients with respect and care. We want you to feel like you are a part of our family!
When working with clients, we emphasize the financial planning process. This is an ongoing team approach that continues as you move through the various stages of your lifetime. Together, we will monitor your progress and make adjustments where needed to help you pursue your goals. We also focus on educating clients as their financial lives and markets change. Whether it's a new marriage, a career change, divorce or loss of a parent or spouse, we work together with clients to help them understand the impact these changes may have. Please enjoy your visit with us!
Client Experience Manager
I am your Business Development Manager – I work directly with Valerie. I coordinate calendars, I help create our client events, help balance Valerie’s sanity, and keep the office running as smoothly as possible. I graduated...
Johana graduated from Illinois State University in the summer 2020 with a major in Finance and minor in Financial Planning. Her passion in financial planning stems from her desire...
Laura's approach to financial planning is to adapt each plan according to our clients’ needs. Financial planning is the core of the practice, and without a plan, it is hard to make recommendations. She feels strongly that it...
Valerie began her career in 1995 at a privately owned financial planning firm in central Pennsylvania. This is where she learned that her passion lies with helping clients pursue their financial goals and objectives in order to move...