Today, it is important to have an investment advisor who can provide professional and focused advice that considers the effects and implications of all financial situations. Our principal Registered Investment Advisor brings more than 40 years of financial management experience as well as knowledge in tax law legislation. As a result, our firm is amply prepared to provide you with a comprehensive set of wealth management services.

Mike has more than 40 years experience in the accounting profession. Mike graduated from Mercer University with a BA in Political Science. Mike later received a Masters of Business Administration with a concentration in Accounting from the University of North Florida. In 1998, Mike became a Registered Investment Advisor.
Giao graduated from Saint Bonaventure University in Buffalo, NY in 2013. She received her BA and Masters of Business Administration both with a concentration in Accounting. Besides providing accounting services for clients including bookkeeping, tax preparation, and assisting with office and document administration, she also learn aspects of the portfolio management, trading process; create client reports, analyze performance on client portfolios