A TRUE FINANCE COUPLE...

bringing a simple approach to a complicated issue with experience & credibility.

We are a husband and wife team with a different perspective; not only do we run a finance business together, but we’re also raising kids in an ever-changing world. So we get it!

We use a straightforward and transparent approach that’s based on academic research—which is why we are independent advisors and NOT employees of any bank.

We have been in the financial industry for over thirty-five years, collectively. Further, Tim is a non-practicing attorney and CERTIFIED FINANCIAL PLANNER™ Practitioner.