Investment Management
Dividend Growth Investing
Strategic Asset Allocation
Tax Efficient Investing
Financial Planning
Our Team

Mr. Stokes is primarily responsible for the firm’s investment strategy and portfolio construction. Mr. Stokes has 25...

Cindy is primarily responsible for client services and performs various administrative duties for the firm. She is a...

Lynda is responsible for the day to day operations for the firm. In addition, she performs various administrative duties...