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About Us

About Us Mission Statement

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you!

Our Mission "To help our clients achieve financial clarity and lasting confidence, so they can focus on living the life they've worked so hard to build."

Our Team The People Behind Your Financial Plan

Kevin Fitzgerald CLU ChFC

Kevin Fitzgerald CLU ChFC

Investment Advisory Associate

Biography to be added later.

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Joe Taggart

Sales Assistant

Joe is a Graduate of Oregon State, The Beaver’s, with a Bachelor of Science in Business Administration, Marketing.He works with Kevin in assisting Clients with Financial Planning and Services.
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Kathie Kippen

Operations Manager

Contact Us We Want to Hear From You

Whether you are seeking a second opinion on your portfolio or are ready to build a comprehensive financial strategy from the ground up, our team is ready to listen. Reach out today to schedule an introductory conversation.

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