Broker Check

Join Our Team

We look for these qualities in all our team members:

You're Knowledgeable 

We only hire people who have the smarts and are eager to learn more.

You're Motivated

You must have the drive and determination to do what's best for each and every client. Your passion should come from wanting to significantly improve each client's financial future through your expertise and guidance. 

You're Forthright

You believe in the fairness and transparency of a fee-only business model. You believe in the fiduciary standard of care - always acting in the best interests of clients.  You understand you will not be compensated with sales commissions selling investment products such as high-cost annuities and mutual funds.

If you're a Certified Financial Planner® living in the Erie area, send us an email and tell us how your awesomeness will help our clients.