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