About Us

Providing a better way to protect your financial health

Founded on decades of experience in providing advanced planning solutions and capital markets expertise to individual and institutional clientele. We focus on engaging the needs of our clients to increase the quality of their life. Our firm is committed to innovation through rigorous academic research as we continue to best serve a multi-generational audience.

Marc Jimenez, CFA, CFP®

Sarah Contino, AAMS®, CRPC®

Larry Heinrich, RICP®

Sue Chesney, CFP®

Dennis Covington, CFP®