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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

The strength of the team is each individual member.
The strength of each member is the team.
— Phil Jackson

Meet Our Team

Barbara A.  Hogan

Barbara A. Hogan

Office Manager

Courtney Distler

Courtney Distler

Executive Assistant

Neal K.  Miller

Neal K. Miller

Investment Advisor Representative

Shane J.  Clarke

Shane J. Clarke, Certified Financial Fiduciary

Investment Advisor Representative

Warren S.  Kaufman

Warren S. Kaufman

Investment Advisor Representative

Elizabeth  Tatis

Elizabeth Tatis

Client Service Associate

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