Introduction: We are the highest rated full-service financial services company in America by JD Powers for 2015. We provide full-service brokerage services, financial advising, landing for retirement, educational savings and preparing for the unexpected. All of my clients receive personal one-on-one attention. My clients are welcome in my office, or if more convenient for them, I will travel to them. Give us a call and discover what world-class service in your own backyard feels like.