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Complimentary E-Books Client Centered Understanding An Approach Designed For You No One Strategy Fits Everyone Our Team Approach

An investment in knowledge pays the best interest. –Benjamin Franklin

Financial Planning

We create strategies that are tailored to your needs and goals.

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Portfolio Managment

Years of experience have prepared us to guide you through your life transitions.

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Financial Advisory

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Meet Our Team

Patrick Doyle

Patrick Doyle, CFP®

Certified Financial Planner™

Matt Schellman

Matt Schellman

Financial Advisor

Allison Tatum

Allison Tatum

Administrative Assistant

Laura Fenton

Laura Fenton

Licensed Administrative Assistant

Gregory Shoemaker

Gregory Shoemaker

CEO and Co-Founder

Karen Torrence

Karen Torrence

Chief Operations Officer

John McClain

John McClain

IT Support


Download Our Free Ebook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."