Our Company

We are a financial planning and investment advisory branch of The Certus Financial Group, which is referred to as TCFG. We intend to build life-long partnerships with our clients. Our primary focus is on Advisory Services, a fee-based process, in which we consult with you on any issues that involve your financial well-being and in which we may be asked to manage portions of your savings/investment portfolios. Our investment management style is balanced returns oriented with a tactical focus on reducing downside risk of principal. The primary return objective is not necessarily to maximize possible returns or compete with stock market indexes. We manage toward seeking the returns that are necessary to meet the goals you have identified in the planning process.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. 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.