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United in Our Vision

Dedicated to ongoing collaboration.

Every member of our team is committed to delivering sound financial solutions that help improve your overall financial health, well-being and quality of life.

When it comes to managing your finances, there are unlimited avenues you can take. Our goal is to find the path that best complements your history, objectives and needs so every recommendation we deliver gets you closer to where you want to be.

Matthew A. Bradley, CFP® Photo

Matthew A. Bradley, CFP®

Thomas A. Hoffman Photo

Thomas A. Hoffman

Financial Advisor
Nicole A. Plumlee Photo

Nicole A. Plumlee

Chief Operating Officer
Austin Velarde Photo

Austin Velarde

Wealth Management Associate
Catherine J. Veloni Photo

Catherine J. Veloni

Director of Client Experience