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Our Team

We work together to provide a warm, boutique client experience personalized to you.

Our team’s everyday goal is to make a positive impact on everyone's life that we come across. We know that trust is not easily given; and even less easily earned. We strive to be our clients’ first call and most trusted resource for financial matters. With us as their financial co-pilot, our clients find comfort in the knowledge that they have a plan and a professional team that is continuously monitoring their investments, so they can live their lives to the fullest.

Advanced Planning Support

Stanley R. Smiley, Esq., J.D.

Stanley R. Smiley, Esq., J.D.

Estate and Tax Planning Team

Juliet A. Hendrickson, Esq., J.D.

Juliet A. Hendrickson, Esq., J.D.

Estate and Tax Planning Team

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