Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Our advisors

David J Cassidy

CRPC, AAMS

Private Wealth Advisor

Learn more about David J Cassidy Visit David J Cassidy's website

Jim McLean

CRPC

Financial Advisor

Learn more about Jim McLean Visit Jim McLean's website

Beth McLean

AAMS, CEPA®

Financial Advisor

Certified Exit Planning Advisor®
Learn more about Beth McLean Visit Beth McLean's website