How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Margaret Graff

Margaret Graff

CFP®, ChFC®, CLU®, APMA®, CAP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Margaret Graff Visit Margaret Graff's website
Austin Oman

Austin Oman

APMA®

Financial Advisor

Learn more about Austin Oman Visit Austin Oman's website

Walter Eaves

Associate Financial Advisor

Learn more about Walter Eaves Visit Walter Eaves's website

Our team

Walter Eaves

Walter Eaves

Client Service Specialist

Qualifications

  • BSBA, Finance, Georgia Institute of Technology, 2017

Roles & Responsibilities

  • Client service, data collection and assembly
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Sangeeth Shetty

Sangeeth Shetty

Client Service Specialist

Qualifications

  • BBA, James Madison University, 2006

Roles & Responsibilities

  • Client service, data collection and assembly
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