Independent financial advice in stocks, bonds, mutual funds & insurance is what we offer. We are here to educate and assist you with all your financial needs.  We are financial consultants who place your needs above our own.

     We are so pleased that you have visited us online and we invite you to learn more about each of us under Our Team.  We believe we are a experienced group dedicated to helping you understand where you are, what you own, what you need and how all the pieces work together.

     Transparency is essential within our firm. Each of us is ready and available to answer any of your questions.

     Please view our website and take advantage of the many resources here. Visit us often for updates and anytime you want to talk, know that consultations are free and without strings.

Existing Clients can view your account here:   LPL Account View 

  Check us out and Like us on Facebook, get a tour of our historic office, and much more! 



Sharon Joseph was again awarded the Woman's Choice Award for 2017!