Our Team

A veteran of the financial services industry, Justin brings over 12 years of experience to his clients. While he thrives in a number of financial disciplines, he specializes in providing investment management strategies that help...

As Partner of the firm, Sam brings his public accounting and wealth management background to help clients simplify and secure their financial lives. A longtime Certified Public Accountant (CPA), he has spent his career working...

With 33 years of industry experience, Jim Grogan has dedicated his career to providing clients with a hands-on and educational approach to financial and retirement planning. By working as a team, they are able to create, implement, and...