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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Our National Partnerships

Robert E. Appel

Robert E. Appel, J.D.*, LL.M., MBA

Vice President of National Design/Advanced Planning

Donna L. Rowan

Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

Assistant Vice President of National Design

Equity Strategies Group

Equity Strategies Group

ESG helps us prepare our owner client for one of their biggest transactions. 

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Nexus Financial

Nexus Financial

Our business is built on a foundation of thoughtful professional relationships. 

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The Resource Group

The Resource Group

The Resource Group is an entrepreneurial ensemble of financial planning professionals with a collective voice that provides exclusive access and benefits which allow members to live on the cutting edge of this profession while adding value to clients.

International Exit Planners Association

International Exit Planners Association

Providing our business owners with resources that prepare them for the next stage of their life. 

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.