Built on experience, backed by professional credentials.

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FREDERICK J. CORNELIUS, CFA, CFP®

PRESIDENT & CEO | FINANCIAL ADVISOR

JENNIFER MACLENNAN, CFP®, CPA

VICE PRESIDENT | FINANCIAL ADVISOR

MARIA CORNELIUS, CFP®

EXECUTIVE VICE PRESIDENT | FINANCIAL ADVISOR

TODD GROWNEY, CFP®

VICE PRESIDENT | FINANCIAL ADVISOR

SOPHIE LEAHY, CFP®

FINANCIAL ADVISOR

BETH VENIT, CFP®

VICE PRESIDENT | FINANCIAL ADVISOR

DEANNA C. TOMASETTI, CFP®

FINANCIAL ADVISOR

BRENDAN FEURY, CFA®, MFS

RESEARCH ANALYST

BRADY DARRINGTON, FPQP™ , CPA

OPERATIONS MANAGER

MYRLE SIMONE, CFP®

FINANCIAL ADVISOR | CLIENT SERVICE TEAM

OLIVIA LUEHRS

CLIENT SERVICE TEAM

PATRICK CORNELIUS

OPERATIONS ASSISTANT

JENNY CROGHAN

CLIENT SERVICE TEAM

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What Makes Us Different

Trusted partner, growing your most valuable assets.

  • Independence  - We are not captive to a larger parent company, proprietary products, or production quotas that may influence our advice thereby allowing us the freedom to invest with institutional investment managers.

  • Client-Focused - We seek long-lasting relationships that extend to multiple generations. We believe it is critical for our clients to recieve complex advice and understand their wealth.

  • Accountability Driven - As a Registered Investment Advisor (RIA), we are regulated with the Securities and Exchange Commission. Unlike many brokers who are only held to a suitability standards, we act as a fiduciary to our clients.

  • Experienced Team - Our firm has been locally owned and operated since our founding in 1985, with experienced advisors who have decades of industry experience, many who have completed the requirements for the Certified Financial Planner (CFP®) designation.