Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Senior Wealth Advisor
Jeff Secord, CFP®, CAP® has devoted over 43 years of his life providing comprehensive financial and investment management to his clients. Jeff can help with questions on investments or financial planning issues.
Scott is a CERTIFIED FINANCIAL PLANNER® practitioner, a Chartered Financial Analyst, and has a Bachelor and Master of Science in Finance. His focus is individualized comprehensive financial planning and asset management services...
Hilary Secord helps our clients feel at ease by handling account set up, maintenance and services. Call or e-mail Hilary for help with logging in, paperwork, to set a review...