As a Financial Advisor with our firm, Joe’s primary goal is to help clients make more informed decisions to better their financial lives. Joe has been passionate about investing since the age of twelve, when he began following the market and tracking would-be investments. This early interest developed into a lifelong calling; he has been active in the financial services industry for the past two—and—a—half decades. Today, his knowledge and experience guides clients and their families to implement customized retirement strategies through objective investment advice and honest, personable relationships.

CERTIFIED FINANCIAL PLANNER™ Bridget Schneider has decades of experience in financial services, but her foremost love remains forming and explaining financial plans to others. Since most clients who engage in financial planning don’t know what they don’t know about finances, Bridget’s deep listening skills and her gift for identifying unseen financial angles enable her to deftly evaluate situations and form powerful customized plans. She can map your life needs and goals to a prolonged program of high-quality options, then help you make critical choices.