Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Because of the FALSE belief that you 'have to be rich' to use a financial advisor, we know there are hard working people that just need some advice and direction. 

We are confident that with our educational, consultative, and humorous (Dad joke warning) approach, we can help people better prepare their lives, families, and businesses for the future.

Our conversations are easy-to-understand.  You should never leave a meeting and ask, 'What'd he say?'

My job is to help you make informed-decisions and to make sure you are comfortable with your choices by looking at multiple angles. 

At our firm, we have the client—and only the client—in mind.



WHO is on YOUR team?

Over the years, we've developed many relationships with other professionals that can also become part of YOUR team. 

This is NOT bound to financial advice!

Builders, personal trainers, masseuses, personal coaches, healthcare, personal wellness, estheticians...

Bookeepers, CPAs, attorneys for estate and business planning, independent insurance representatives, advanced planning teams, charitable giving, business brokers, outsourced CFOs...




Susan Haynes

Susan Haynes

Office Assistant, Cambridge Source Administrative Professional, Branch Support and Supervision

Alexis Adam

Alexis Adam

Administrative Specialist, Cambridge Source Office Assistant, Marketing