OUR TEAM

We believe that building capital means avoiding set-backs while maintaining steadily compounding returns. Combining a successful investment strategy and detailed tax and financial planning is the strength of our firm. This comprehensive structure we provide is the key to a meaningful relationship with our clients.

 
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Our team has over 90 years of collective experience providing wealth management for individuals, their families, and their businesses. Our advisors have met rigorous professional requirements to obtain the Certified Financial Planner designation as well as Certified Public Accountant, Attorney, Masters in Taxation, and Registered Tax Return Preparer.

 

ROBERT PAUL BOGGS

Chief Investment Officer

DEREK MARTIN LEWIS

Director of Planning

DEB DAGILUS

Director of Operations

SAM SWISHER

Director of Wealth Management

 

 

Ready To Take The Next Step?

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