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About Us

A Powerful Partnership For Clients

As a client, you become the beneficiary of a powerful national partnership through our affiliation with Fusion Advisor Network and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Through these partnerships, we tap into a large intellectual capital network of wealth management to bring you advanced strategies and solutions.

Fusion Advisor Network is comprised of independent financial advisors with offices across the country. Through regular conference calls, web programs, and regional and national meetings, professionals who join the Fusion family enjoy the benefits of sharing knowledge, talent, and planning techniques with experienced professionals within the financial services industry.

The relationships we have fostered within Fusion Advisor Network allow us the ability to partner with other like-minded professionals to make sure that your specific needs are addressed in the most appropriate manner. You can benefit from the depth of our combined experience, the diversity of offerings and resources, and the shared knowledge of planning strategies, but you also get solutions with our independent approach to the selection of financial services and products.

Kestra IS provides us access to a top-ten independent broker-dealer by total revenue as ranked by Investment Advisor Magazine, June 2013.

As your advisor, we take an all encompassing approach to your planning needs. We are not aligned with any proprietary products or services. Our independence, experience, education, and the combined partnerships with Fusion Advisor Network and Kestra IS allow us to offer you: the personalized and customized attention and solutions of a small firm, the strength and insight of a nationwide network of seasoned professionals, and the resources, technology, and oversight of a recognized broker/dealer. That is truly a powerful partnership for you!