Who we are

Wealth management is not only about managing money and watching markets. It’s arming you with the right partners and guidance to move forward confidently. We believe every relationship begins with your end in mind. We are here to provide strategic wealth management solutions for you and your family. We strive to earn your loyalty through hard work, being your advocate and a commitment to a long-term relationship. We invite you to learn more about how we can be of service to you.

image of Michael Gergen

Michael Gergen, CPWA®, CFP®, CPFA™

First Vice President - Financial Advisor, Consulting Group

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Jack Nasby

Investment Associate


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