About Us

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

Featured Article on AdvisorHub Magazine

Our team was recently recognized in AdvisorHub magazine for our team culture. Click the link below to read the article.

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About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Douglas Frizzell

Partner
Senior Financial Advisor

Robert Russamano

Partner
Senior Vice President
PIM Portfolio Manager

Amy Ats

Partner
Operations Manager

Jonathan Martin, CFP®

Managing Principal
Financial Advisor
Partner

Stephen Morris

Client Service Associate