Unlike so many others, we are non-proprietary and have no products to push. Our goal is to give you the confidence in your financial future you've never felt before. Whatever your financial goals, ranging from protection to income to growth, we'd welcome the opportunity to serve you.

An investment strategy is only as good as its net result. We firmly adhere to this irrefutable truth, which is why we focus on the importance of risks as well as returns.



Backed by years of wisdom and experience, through the ups and downs of market cycles, our team prides itself in its personable, kid-gloves approach to help you understand the merits of investing, wherever you are in your financial life.

Ryan Finnigan, Co-Founder

Why I Do This >


Discipline is the margin between wise and foolish investment management.

Ken Peterson, CFP, Partner

Why I Do This >


Patience is a virtue. The only source of knowledge is experience. -Albert Einstein

Craig Johnsen, Co-Founder

Why I Do This >


Building trusted relationships is the true currency in this business.

Andrew Finnigan, Investment Advisor

Why I Do This >


Serving clients is a lost art. It's my desire to hone that skill before anything else.

Why I Do This >

I do this for you. My commitment is for you to acquire and maintain wealth.

Stacy Shields, Wealth Advisor