The Team: Shannon Pearce, John Lorenz, Joe Weiland, Dianne Duva, Arthur Swalley, Wells Hughes and Rita Hyden


We invite you to browse our website to learn more about us.  We are a firm founded on providing thoughtful, objective and comprehensive financial guidance for families and entities who are seeking long term financial confidence. We pride ourselves in providing a level of service that we believe is one of the best in our industry.    

We provide our clients with a powerful combination: the personal care and attention of a small independent firm coupled with the vast resources of a major U.S. financial institution.  As an independent practice, our loyalty belongs exclusively to you and this relationship allows us to focus all of our attention on your best interests.