Mission

At our group, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a conservative strategy that’s designed to address your individual situation.

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. When needed, we will work with other advisors, attorney's and tax consultants to help achieve the best outcomes for our clients.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

 

Meet the Team

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Todd Jones
Sr. LPL Financial Consultant
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Cindy Widener
LPL Registered Assistant
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Cindy Widener
LPL Registered Assistant