Our process

Advice through every stage of life is a framework to identify the emotional meaning behind our financial decisions and the process of building personalized pathways to live the life you want.

How we build your wealth

  • We listen.  You are the center of every interaction.  It is why our clients share what money means to them and their families.   Often this is expressed as hopes, dreams, and concerns as it relates to their financial lives.
  • We discuss.  Our team interprets our clients’ vision, converts it to a goals based framework, and communicates how we blend investment strategies to meet their needs.
  • We design.  Everyone deserves a blueprint to their version of financial success.  We build a personalized wealth plan with visual representation of your life goals, how to achieve them, and potential risks along the way.
  • We implement.  The portfolio becomes funded and we begin allocating investments accordingly.
  • We review.  We check in with you regularly and conduct ongoing reviews, all to ensure you remain at the center of our efforts.
  • We adjust.  Life happens, family priorities evolve, and careers ebb and flow.  We will help you identify the impact to your broader plan and recommend changes as needed.

How we operate

Tony Connor:  Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Directs ongoing portfolio decisions, idea generation, and implementation

 


 

Rich Stein:  Associate Vice President - Senior Financial Associate

Oversees all stages of the client experience

 

 


Grace Benson:  Vice President - Financial Advisor

Risk mitigation through life insurance, annuities, and other legacy planning strategies  

 

 


Tommy Miller, CFA®:  Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Constructs and delivers the wealth planning experience

 

 


Dianne Scott:  Senior Registered Client Associate

Schedules all client interactions, meetings, and reviews

 

 


Meaghan Pennell:  Senior Registered Client Associate

Executes and monitors all client service opportunities