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

Years Serving Clients

1,000 +

Families Financially Secured

Degrees and Designations

Your Partners

Paul H. Herzog, ChFC®

Senior Partner Wealth Management Advisor

Dennis J. Kistner

Senior Partner Director of Workplace Solutions

Brandon J. Shaw, AEP®, CFBS, CFP®, CPWA®

Senior Partner Wealth Management Advisor

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.