Jason Roque CFP®, APMA® and AWMA®

• Over 20 years of investment industry experience

• Jason became a Certified Financial Planner™ professional in 2016, an  APMA® (Accredited Portfolio Management Advisor℠) in 2019, and an AWMA ® (Accredited Wealth Management Advisor℠) in 2020

Kerry J. Hilsabeck, CFP®

• Over 10 years of financial services experience

• Kerry became a Certified Financial Planner™ professional in 2020.

Our product is our people.

We understand that our financial advice and diligent customer service has a large impact on your ability to meet your long-term goals.  It is with great care that we handle your financial planning, investment management, and insurance needs.

Contact Us to schedule a Meet & Greet today!