Craig C. Bartlett, CFP®, CRPC®, CBEC®
Managing Partner & Financial Planner
Managing Partner & Director of Investment Planning
Jason D. Brito, CFP®, CRPC®
Investment Specialist & Financial Planner
Risk Management Specialist & Financial Planner
Kevin D. Mundy
Retirement Plan Specialist
Paul H. Lee, CFP® CPWA® CTEP®
Financial Planning Manager
Executive Assistant & Insurance Service Specialist
Investment Support Specialist
Insurance Support Specialist
Group Benefits & Medicare Specialist
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.