Managing Partner, Financial Advisor
Pete coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, The Focus FORMula.
Lori implements a wide array of strategies to help clients achieve a reasonable rate of return on their investments, while focusing on downside protection. By focusing on steady, consistent results, with a well-thought-out plan, she helps give her clients confidence and comfort in their retirement.
As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.