Our Team

Tom Small has been a financial adviser for over 30 years and has held many leadership positions and has been given many prestigious awards over his career. He is a past President and board member of the Financial Planning Association...

Planning for retirement (and beyond) can be challenging and stressful.  Successful, conservative investors often wonder: “Will we be okay if the markets go crazy?”  

Anna is an administrative assistant with over 7 years of marketing, sales, & customer service experience. As the “face” of our office, she handles client communications & seeks to ensure a personal & efficient relationship...

Marlena is an experienced Financial Advisor Assistant with a demonstrated history of working in the investment management/insurance industry for over 25 years. She is a strong finance professional as well as underwriting professional...