Financial Services Professional

Proudly Serving Our Communities For Over 13 Years

 
Our Team

Our Team

We are committed to providing our clients with solutions designed to best fit their individual objectives.

Our Process

Our Process

We use a holistic process to guide our clients through creating a plan specific to their personal goals.

Our Services

Our Services

We have a large array of services to help our clients with both their personal and business objectives.

Our Locations

Our Locations

We proudly serve the Ohio River Valley & Tri-State area with two locations to best fit your needs.

Start planning for your future and schedule an appointment with us today!

Contact Us  Our Difference

Community Involvement

John is extremely active as a volunteer throughout the local community, having spent many years on local Boards of Directors for the American Cancer Society, the Jefferson County (OH) Chamber of Commerce, and the American Red Cross (where he has now donated over 5 gallons of whole blood).

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