We specialize in helping you align your goals, motivations, and finances to achieve your personal definition of success
"Mountains are a wonderful metaphor for the challenges we encounter in life, and for the way we meet them. They are also a metaphor for the many opportunities and possibilities that come our way, and for the way we take advantage of them."
Chris Thomson
About Us
40
Years Serving Clients
1,000 +
Families Financially Secured
14
Degrees and Designations
Your Partners
Paul H. Herzog, ChFC®
Senior PartnerWealth Management Advisor
Dennis J. Kistner
Senior PartnerDirector of Workplace Solutions
Brandon J. Shaw, AEP®, CFBS, CFP®, CPWA®
Senior PartnerWealth Management Advisor
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It’s our mission to establish life-long partnerships with each of our clients, providing the highest level of education and expertise to navigate the ups and downs that come at every stage of life.
