Our Team has over 52 years of collective investment experience and is combined with the resources of Wells Fargo Advisors. The combination provides solutions and opportunities that help ensure the success of your financial future.

Our clients benefit from our ability to coordinate and simplify the complex issues that will help them become a more organized investor. To ensure comprehensive and seamless execution of your investment strategy and future legacy, we consult, as needed, with your other professional advisors, including attorneys, insurance specialists, and CPAs. 

Our promise is always to act as your financial advocate by delivering unbiased wealth management recommendations that reflect your individual goals and needs.

Many of our clients are pre-retirees, and retirees, who need assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with a pension, creating a distribution plan, as well as improving upon their existing retirement plan.

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Listen to...

The Organized Investor
Saturdays - 9am  on WNOX 100.3 FM

or listen online at... www.wnoxfm.com

Hosted by...
Jerry Goodman,CFP and Tamara Smiddy