Broker Check

At our firm, we have the client—and only the client—in mind. You'll learn not only how to accumulate more wealth, you'll learn strategies on how to help use your assets.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.

Why did we choose to work with medical professionals and business owners? Not only are these individuals extremely busy in their day-to-day lives, they are usually undereducated and underserved in the financial space. We feel a sense of duty to help our heroes and small business entrepreneurs.

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Ben  D.

Ben D.

Director of Life & DI Brokerage

Katie Jamil

Katie Jamil, CFP, AIF, CPFA

Director of Retirement Plans with CP

Megan Stasko

Megan Stasko

Admin Assistant / Insurance Case Manager

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.