We Stand by Our Work
We’re neat, complete, and on time. The pride we get from developing deep relationships with our clients is only exceeded by the warmth and openness they receive when walking through the door.
A Professional's Perspective
Nothing is more valuable than drawing from decades of experience to give perspective, nor more rewarding than to use that wisdom to plot a safe course forward through times of transition.
Consistent Collaboration
Robert O. Stachura, CFP®, prefers to collaborate with our clients as well as their attorneys and CPAs for the singular goal to provide the most holistic advice possible.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Robert O. Stachura
CFP®, AEP®, RICP®, AIF®
Suzanne C. Smith
Practice Manager
Meghan D. Hurtado
Assistant