Broker Check


Establishing my own financial planning firm has given me the opportunity to work with individuals and families in a highly personalized way to help them achieve their objectives. It's the natural destination for my career which has...

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Jacob provides financial planning, investment management, and other wealth management services to families, individuals, non-profits and business entities both in the Massachusetts area and throughout the country.  His areas of...

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Matthew Graham

Wealth Management Advisor

(616) 710-1019

Backed by nearly 15 years of experience in the financial services industry, Matthew works with clients to help them achieve their financial goals, such as saving for and living comfortably in retirement, building education savings, and...

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John Loranger

Chief Compliance Officer

Maggie Dumas

Client Services

Cassandra Gonzalez

Compliance Coordinator

As Compliance Coordinator, Cassie plays a key role in the supervisory and operational aspects of the independent advisory firm. Her attention to detail, combined with her analytical and organizational skills make her an invaluable...

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Jill Anderson

Business Development